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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 | $303,461 | $84,953+257.2% | $163,379+85.7% | $82,637+267.2% |
| Participation rate | 85.2% | 65.9%+19.2pp | 76.8%+8.4pp | 68.1%+17.1pp |
| Annual return | 15.72% | 23.07%-7.4pp | 63.41%-47.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,504 | $4,326+50.4% | $6,282+3.5% | $4,126+57.6% |
| Admin fee / account holder | $14,163 | $7,921+78.8% | $9,818+44.3% | $7,339+93.0% |