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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 | $2,630,000 | $110,410+2282.0% | $102,437+2467.4% | $145,897+1702.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.75% | 24.85%+1.9pp | 24.95%+1.8pp | 552.29%-525.5pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,250 | $5,622+171.3% | $5,060+201.4% | $6,689+128.0% |
| Admin fee / account holder | $81,940 | $9,745+740.8% | $8,388+876.9% | $13,390+511.9% |