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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 | $417,489 | $162,967+156.2% | $135,792+207.4% | $138,895+200.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 11.86% | 30.08%-18.2pp | 25.96%-14.1pp | 145.39%-133.5pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $31,000 | $5,640+449.6% | $4,759+551.4% | $6,396+384.7% |
| Admin fee / account holder | $16,985 | $15,306+11.0% | $12,266+38.5% | $12,562+35.2% |