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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 | $282,300 | $108,911+159.2% | $100,392+181.2% | $145,884+93.5% |
| Participation rate | 73.9% | 83.0%-9.1pp | 81.5%-7.6pp | 80.3%-6.4pp |
| Annual return | 15.88% | 58.23%-42.3pp | 49.45%-33.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,524 | $8,459-22.9% | $8,090-19.4% | $6,690-2.5% |
| Admin fee / account holder | $3,580 | $9,698-63.1% | $7,904-54.7% | $13,392-73.3% |