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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 | $413,989 | $171,492+141.4% | $150,734+174.6% | $198,609+108.4% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 13.11% | 804.70%-791.6pp | 600.81%-587.7pp | 202.70%-189.6pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $17,915 | $6,259+186.2% | $5,610+219.4% | $6,977+156.8% |
| Admin fee / account holder | $154,950 | $17,628+779.0% | $14,905+939.6% | $19,030+714.2% |