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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 | $3,105,767 | $183,592+1591.7% | $155,574+1896.3% | $145,877+2029.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.27% | 61.37%-38.1pp | 64.87%-41.6pp | 551.28%-528.0pp |
| Employer contribution / active EE | $212 | $5,317-96.0% | $4,676-95.5% | $4,663-95.4% |
| Participant deferral / active EE | $9,200 | $6,466+42.3% | $5,629+63.4% | $6,691+37.5% |
| Admin fee / account holder | $117,495 | $19,316+508.3% | $15,914+638.3% | $13,402+776.7% |