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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 | $281,838 | $106,749+164.0% | $145,433+93.8% | $82,448+241.8% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 21.84% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $17,752 | $6,519+172.3% | $7,897+124.8% | $4,139+328.9% |
| Admin fee / account holder | $16,333 | $8,390+94.7% | $13,129+24.4% | $7,234+125.8% |