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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 | $2,134,265 | $129,959+1542.3% | $104,301+1946.3% | $134,532+1486.4% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | 25.17% | 42.04%-16.9pp | 24.61%+0.6pp | 418.27%-393.1pp |
| Employer contribution / active EE | $625 | $4,185-85.1% | $3,373-81.5% | $4,741-86.8% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $48,608 | $9,325+421.3% | $7,340+562.2% | $11,429+325.3% |