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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 | $1,433,671 | $211,224+578.7% | $178,505+703.2% | $145,897+882.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.41% | 30.28%-16.9pp | 27.16%-13.7pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,250 | $6,966+118.9% | $6,280+142.8% | $6,689+128.0% |
| Admin fee / account holder | $43,339 | $12,109+257.9% | $10,428+315.6% | $13,390+223.7% |