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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 | $467,782 | $251,004+86.4% | $191,597+144.1% | $138,895+236.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 12.56% | 31.05%-18.5pp | 27.07%-14.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,333 | $8,154+2.2% | $6,850+21.7% | $6,396+30.3% |
| Admin fee / account holder | $3,352 | $31,471-89.3% | $22,799-85.3% | $12,562-73.3% |