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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 | $764,845 | $209,336+265.4% | $197,124+288.0% | $137,256+457.2% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 14.57% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,935 | $9,614+65.7% | $9,135+74.4% | $6,407+148.7% |
| Admin fee / account holder | $9,429 | $17,308-45.5% | $16,298-42.1% | $12,270-23.2% |