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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 | $269,310 | $275,752-2.3% | $256,809+4.9% | $198,609+35.6% |
| Participation rate | 81.0% | 89.2%-8.2pp | 88.5%-7.6pp | 82.4%-1.4pp |
| Annual return | 13.19% | 34.81%-21.6pp | 32.73%-19.5pp | 202.70%-189.5pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,295 | $10,037-37.3% | $9,520-33.9% | $6,977-9.8% |
| Admin fee / account holder | $12,106 | $25,716-52.9% | $25,146-51.9% | $19,030-36.4% |