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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 | $611,598 | $106,524+474.1% | $152,301+301.6% | $87,485+599.1% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 17.68% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,673 | $6,525+78.9% | $8,004+45.8% | $4,274+173.1% |
| Admin fee / account holder | $7,629 | $8,287-7.9% | $14,398-47.0% | $7,775-1.9% |