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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 | $307,297 | $146,267+110.1% | $197,124+55.9% | $82,448+272.7% |
| Participation rate | 90.2% | 84.0%+6.2pp | 86.7%+3.5pp | 68.1%+22.2pp |
| Annual return | 18.15% | 29.61%-11.5pp | 44.34%-26.2pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,362 | $7,035+132.6% | $9,135+79.1% | $4,139+295.3% |
| Admin fee / account holder | $28,922 | $14,422+100.5% | $16,298+77.5% | $7,234+299.8% |