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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 | $1,908,686 | $99,079+1826.4% | $78,002+2347.0% | $273,972+596.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.60% | 217.93%-214.3pp | 425.99%-422.4pp | 41.46%-37.9pp |
| Employer contribution / active EE | $268 | $3,308-91.9% | $2,470-89.1% | $4,869-94.5% |
| Participant deferral / active EE | $16,000 | $4,306+271.6% | $3,497+357.5% | $5,287+202.6% |
| Admin fee / account holder | $345 | $8,954-96.1% | $5,481-93.7% | $10,133-96.6% |