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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 | $115,931+168.5% | $185,441+67.9% | $86,983+257.9% |
| Participation rate | 82.5% | 73.6%+8.9pp | 80.3%+2.2pp | 69.5%+13.0pp |
| Annual return | 16.12% | 21.47%-5.4pp | 20.16%-4.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,602 | $4,551-42.8% | $6,152-57.7% | $4,194-37.9% |
| Admin fee / account holder | $56,258 | $10,687+426.4% | $17,890+214.5% | $7,856+616.1% |