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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 | $1,341,269 | $129,737+933.8% | $119,126+1025.9% | $154,746+766.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 41.44% | 379.08%-337.6pp | 282.11%-240.7pp | 172.34%-130.9pp |
| Employer contribution / active EE | $861 | $4,375-80.3% | $4,034-78.7% | $4,379-80.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,948 | $11,961-8.5% | $10,693+2.4% | $14,365-23.8% |