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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 | $2,150,883 | $211,288+918.0% | $178,540+1104.7% | $145,884+1374.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.34% | 30.27%-12.9pp | 27.15%-9.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $27,000 | $6,967+287.6% | $6,281+329.9% | $6,690+303.6% |
| Admin fee / account holder | $10,000 | $12,105-17.4% | $10,424-4.1% | $13,392-25.3% |