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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 | $1,378,879 | $166,268+729.3% | $165,100+735.2% | $145,897+845.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.03% | 100.52%-77.5pp | 70.21%-47.2pp | 552.29%-529.3pp |
| Employer contribution / active EE | $252 | $5,284-95.2% | $4,348-94.2% | $4,663-94.6% |
| Participant deferral / active EE | $9,958 | $6,964+43.0% | $6,035+65.0% | $6,689+48.9% |
| Admin fee / account holder | $5,762 | $16,659-65.4% | $12,696-54.6% | $13,390-57.0% |