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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 | $300,966 | $196,972+52.8% | $182,262+65.1% | $198,609+51.5% |
| Participation rate | 89.5% | 85.7%+3.8pp | 84.2%+5.3pp | 82.4%+7.1pp |
| Annual return | 9.47% | 158.27%-148.8pp | 140.60%-131.1pp | 202.70%-193.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,139 | $8,643+17.3% | $8,276+22.5% | $6,977+45.3% |
| Admin fee / account holder | $5,276 | $18,429-71.4% | $16,712-68.4% | $19,030-72.3% |