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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 | $1,374,297 | $114,013+1105.4% | $103,693+1225.4% | $155,188+785.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.23% | 49.31%-38.1pp | 47.61%-36.4pp | 148.84%-137.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $30,000 | $4,970+503.7% | $4,579+555.1% | $6,531+359.3% |
| Admin fee / account holder | $12,538 | $8,407+49.1% | $7,858+59.5% | $14,480-13.4% |