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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 | $162,136+101.3% | $152,301+114.3% | $154,746+110.9% |
| Participation rate | 87.0% | 84.1%+2.9pp | 82.4%+4.5pp | 80.7%+6.3pp |
| Annual return | 14.83% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,902 | $8,341-53.2% | $8,004-51.3% | $6,730-42.0% |
| Admin fee / account holder | $4,077 | $15,759-74.1% | $14,398-71.7% | $14,365-71.6% |