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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 | $2,348,738 | $211,105+1012.6% | $178,449+1216.2% | $145,978+1509.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.88% | 30.19%-13.3pp | 27.09%-10.2pp | 550.52%-533.6pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,500 | $6,959+7.8% | $6,277+19.5% | $6,690+12.1% |
| Admin fee / account holder | $94,065 | $12,017+682.8% | $10,362+807.8% | $13,400+602.0% |