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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 | $1,115,127 | $484,881+130.0% | $525,660+112.1% | $382,429+191.6% |
| Participation rate | 100.0% | 89.9%+10.1pp | 88.1%+11.9pp | 87.7%+12.3pp |
| Annual return | 7.43% | -7.82%+15.2pp | -7.17%+14.6pp | 248.85%-241.4pp |
| Employer contribution / active EE | $35,000 | $7,199+386.1% | $6,528+436.2% | $8,036+335.6% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,867-100.0% | $5,727-100.0% |
| Admin fee / account holder | $15,548 | $33,092-53.0% | $34,307-54.7% | $30,732-49.4% |