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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 | $227,291+422.8% | $214,702+453.5% | $155,188+665.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.11% | 60.08%-43.0pp | 54.55%-37.4pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,500 | $9,582+103.5% | $9,147+113.2% | $6,531+198.6% |
| Admin fee / account holder | $33,028 | $20,413+61.8% | $19,830+66.6% | $14,480+128.1% |