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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,102 | $107,666+217.7% | $102,184+234.8% | $154,746+121.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 35.23% | 29.33%+5.9pp | 31.58%+3.7pp | 172.34%-137.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $31,000 | $8,719+255.5% | $8,309+273.1% | $6,730+360.6% |
| Admin fee / account holder | $335 | $12,943-97.4% | $11,609-97.1% | $14,365-97.7% |