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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 | $397,895 | $108,825+265.6% | $156,181+154.8% | $82,448+382.6% |
| Participation rate | 89.2% | 72.4%+16.8pp | 78.8%+10.4pp | 68.1%+21.1pp |
| Annual return | 16.60% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,823 | $4,577+27.2% | $6,132-5.0% | $4,139+40.7% |
| Admin fee / account holder | $16,147 | $9,341+72.9% | $14,586+10.7% | $7,234+123.2% |