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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 | $1,008,951 | $196,972+412.2% | $182,262+453.6% | $198,609+408.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.30% | 158.27%-146.0pp | 140.60%-128.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $285 | $5,364-94.7% | $5,046-94.4% | $5,055-94.4% |
| Participant deferral / active EE | $6,682 | $8,643-22.7% | $8,276-19.3% | $6,977-4.2% |
| Admin fee / account holder | $44,326 | $18,429+140.5% | $16,712+165.2% | $19,030+132.9% |