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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 | $1,153,059 | $104,520+1003.2% | $76,823+1400.9% | $152,885+654.2% |
| Participation rate | 92.3% | 76.6%+15.7pp | 72.1%+20.2pp | 82.5%+9.9pp |
| Annual return | 20.53% | 1014.03%-993.5pp | 1166.42%-1145.9pp | 345.39%-324.9pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,499 | $4,236+53.4% | $3,336+94.9% | $5,851+11.1% |
| Admin fee / account holder | $41,496 | $12,283+237.8% | $6,422+546.2% | $11,598+257.8% |