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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 | $255,295 | $223,823+14.1% | $211,142+20.9% | $154,746+65.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.12% | 50.39%-39.3pp | 46.84%-35.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,408 | $9,750+27.3% | $9,284+33.6% | $6,730+84.4% |
| Admin fee / account holder | $6,573 | $19,707-66.6% | $19,076-65.5% | $14,365-54.2% |