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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 | $310,901 | $148,629+109.2% | $135,982+128.6% | $139,487+122.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.81% | 79.33%-55.5pp | 68.32%-44.5pp | 373.84%-350.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,545 | $8,102-43.9% | $7,760-41.4% | $6,713-32.3% |
| Admin fee / account holder | $1,273 | $12,406-89.7% | $10,767-88.2% | $11,407-88.8% |