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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 | $337,170 | $84,953+296.9% | $163,379+106.4% | $82,637+308.0% |
| Participation rate | 73.1% | 65.9%+7.1pp | 76.8%-3.7pp | 68.1%+5.0pp |
| Annual return | 14.69% | 23.07%-8.4pp | 63.41%-48.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,815 | $4,326+126.9% | $6,282+56.3% | $4,126+137.9% |
| Admin fee / account holder | $3,780 | $7,921-52.3% | $9,818-61.5% | $7,339-48.5% |