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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 | $269,491 | $106,524+153.0% | $152,301+76.9% | $87,485+208.0% |
| Participation rate | 78.4% | 75.8%+2.7pp | 82.4%-4.0pp | 68.9%+9.5pp |
| Annual return | 22.62% | 26.89%-4.3pp | 80.50%-57.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,975 | $6,525-23.8% | $8,004-37.8% | $4,274+16.4% |
| Admin fee / account holder | $785 | $8,287-90.5% | $14,398-94.5% | $7,775-89.9% |