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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 | $1,095,287 | $295,923+270.1% | $239,403+357.5% | $382,429+186.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 14.46% | 1.75%+12.7pp | 3.34%+11.1pp | 248.85%-234.4pp |
| Employer contribution / active EE | $12,103 | $5,859+106.6% | $4,656+159.9% | $8,036+50.6% |
| Participant deferral / active EE | $16,666 | $4,814+246.2% | $4,239+293.2% | $5,727+191.0% |
| Admin fee / account holder | $107,135 | $26,025+311.7% | $21,121+407.2% | $30,732+248.6% |