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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 | $415,509 | $157,304+164.1% | $141,197+194.3% | $152,909+171.7% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.5%+4.5pp |
| Annual return | 24.01% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,284 | $7,111+30.6% | $6,710+38.4% | $5,851+58.7% |
| Admin fee / account holder | $35,050 | $12,126+189.1% | $10,265+241.5% | $11,601+202.1% |