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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 | $1,118,184 | $165,381+576.1% | $149,730+646.8% | $158,966+603.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.90% | 348.29%-335.4pp | 276.70%-263.8pp | 302.95%-290.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $25,000 | $7,182+248.1% | $6,843+265.4% | $5,983+317.8% |
| Admin fee / account holder | $960 | $10,809-91.1% | $9,310-89.7% | $11,250-91.5% |