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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 | $315,866 | $201,344+56.9% | $184,243+71.4% | $145,877+116.5% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.1pp |
| Annual return | 15.07% | 29.01%-13.9pp | 28.82%-13.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,917 | $9,807+52.1% | $9,132+63.3% | $6,691+123.0% |
| Admin fee / account holder | $97,003 | $16,382+492.1% | $13,914+597.2% | $13,402+623.8% |