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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 | $2,884,829 | $197,637+1359.7% | $177,848+1522.1% | $158,982+1714.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.81% | 58.77%-49.0pp | 48.33%-38.5pp | 302.99%-293.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $26,000 | $8,405+209.3% | $7,714+237.1% | $5,983+334.5% |
| Admin fee / account holder | $18,783 | $15,406+21.9% | $12,431+51.1% | $11,252+66.9% |