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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 | $288,673 | $223,823+29.0% | $211,142+36.7% | $154,746+86.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.29% | 50.39%-37.1pp | 46.84%-33.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,000 | $9,750-38.5% | $9,284-35.4% | $6,730-10.9% |
| Admin fee / account holder | $9,956 | $19,707-49.5% | $19,076-47.8% | $14,365-30.7% |