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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 | $311,305 | $114,712+171.4% | $173,730+79.2% | $87,485+255.8% |
| Participation rate | 82.5% | 73.0%+9.5pp | 79.6%+2.9pp | 68.9%+13.6pp |
| Annual return | 16.12% | 20.18%-4.1pp | 19.96%-3.8pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,602 | $4,642-43.9% | $6,326-58.9% | $4,274-39.1% |
| Admin fee / account holder | $56,258 | $10,210+451.0% | $17,523+221.0% | $7,775+623.6% |