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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 | $356,786 | $196,972+81.1% | $182,262+95.8% | $198,609+79.6% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 19.05% | 158.27%-139.2pp | 140.60%-121.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $18,301 | $8,643+111.7% | $8,276+121.1% | $6,977+162.3% |
| Admin fee / account holder | $142,210 | $18,429+671.7% | $16,712+750.9% | $19,030+647.3% |