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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 | $350,310 | $95,453+267.0% | $112,040+212.7% | $82,448+324.9% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 13.59% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,432 | $4,224+28.6% | $5,098+6.5% | $4,139+31.2% |
| Admin fee / account holder | $45,587 | $9,013+405.8% | $12,098+276.8% | $7,234+530.1% |