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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 | $366,171 | $93,589+291.3% | $135,942+169.4% | $75,181+387.1% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 29.53% | 30.90%-1.4pp | 68.28%-38.7pp | 160.69%-131.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,946 | $6,405+86.5% | $7,759+54.0% | $4,126+189.5% |
| Admin fee / account holder | $10,694 | $6,977+53.3% | $10,764-0.7% | $5,650+89.3% |