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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 | $326,361 | $155,555+109.8% | $146,866+122.2% | $155,188+110.3% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.5%+4.4pp | 80.8%+6.2pp |
| Annual return | 14.83% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,902 | $8,044-51.5% | $7,759-49.7% | $6,531-40.3% |
| Admin fee / account holder | $4,077 | $14,755-72.4% | $13,620-70.1% | $14,480-71.8% |