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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 | $363,719 | $153,769+136.5% | $133,975+171.5% | $273,972+32.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 4.52% | 36.51%-32.0pp | 29.29%-24.8pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,125 | $6,958+2.4% | $6,282+13.4% | $5,287+34.8% |
| Admin fee / account holder | $2,880 | $11,765-75.5% | $9,324-69.1% | $10,133-71.6% |