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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 | $1,188,358 | $275,752+331.0% | $256,809+362.7% | $198,609+498.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.11% | 34.81%-17.7pp | 32.73%-15.6pp | 202.70%-185.6pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $19,500 | $10,037+94.3% | $9,520+104.8% | $6,977+179.5% |
| Admin fee / account holder | $33,028 | $25,716+28.4% | $25,146+31.3% | $19,030+73.6% |