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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 | $301,199 | $64,920+364.0% | $103,693+190.5% | $86,983+246.3% |
| Participation rate | 88.9% | 63.6%+25.3pp | 72.6%+16.2pp | 69.5%+19.3pp |
| Annual return | 22.77% | 30.29%-7.5pp | 47.61%-24.8pp | 25.83%-3.1pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,869 | $3,241+204.5% | $4,579+115.5% | $4,194+135.3% |
| Admin fee / account holder | $4,430 | $6,191-28.4% | $7,858-43.6% | $7,856-43.6% |