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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 | $1,155,716 | $148,629+677.6% | $135,982+749.9% | $139,487+728.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 90.15% | 79.33%+10.8pp | 68.32%+21.8pp | 373.84%-283.7pp |
| Employer contribution / active EE | $975 | $5,247-81.4% | $4,859-79.9% | $4,755-79.5% |
| Participant deferral / active EE | $30,000 | $8,102+270.3% | $7,760+286.6% | $6,713+346.9% |
| Admin fee / account holder | $10,402 | $12,406-16.2% | $10,767-3.4% | $11,407-8.8% |