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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 | $111,814+2252.1% | $103,378+2444.1% | $145,978+1701.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.75% | 24.80%+2.0pp | 24.91%+1.8pp | 550.52%-523.8pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,250 | $5,618+171.5% | $5,058+201.5% | $6,690+128.0% |
| Admin fee / account holder | $81,940 | $9,764+739.2% | $8,401+875.4% | $13,400+511.5% |