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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 | $296,904 | $375,661-21.0% | $312,151-4.9% | $382,429-22.4% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 18.01% | 0.11%+17.9pp | 1.82%+16.2pp | 248.85%-230.8pp |
| Employer contribution / active EE | $3,245 | $9,697-66.5% | $8,031-59.6% | $8,036-59.6% |
| Participant deferral / active EE | $8,464 | $5,737+47.5% | $5,370+57.6% | $5,727+47.8% |
| Admin fee / account holder | $21,164 | $64,308-67.1% | $51,799-59.1% | $30,732-31.1% |