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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 | $922,641 | $159,934+476.9% | $147,005+527.6% | $145,959+532.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.74% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $845 | $5,287-84.0% | $4,934-82.9% | $4,661-81.9% |
| Participant deferral / active EE | $10,167 | $8,427+20.6% | $8,070+26.0% | $6,689+52.0% |
| Admin fee / account holder | $47,683 | $15,053+216.8% | $13,006+266.6% | $13,398+255.9% |