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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 | $269,536 | $98,776+172.9% | $149,745+80.0% | $79,856+237.5% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 15.18% | 27.38%-12.2pp | 276.72%-261.5pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,042 | $5,681+76.8% | $6,843+46.7% | $3,741+168.5% |
| Admin fee / account holder | $10,329 | $6,053+70.6% | $9,312+10.9% | $5,306+94.6% |