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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 | $259,586 | $157,296+65.0% | $141,191+83.9% | $152,897+69.8% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 20.88% | 64.34%-43.5pp | 71.41%-50.5pp | 345.43%-324.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,021 | $7,111-29.4% | $6,710-25.2% | $5,851-14.2% |
| Admin fee / account holder | $1,743 | $12,125-85.6% | $10,264-83.0% | $11,599-85.0% |