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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 | $156,398+545.1% | $147,318+584.9% | $138,895+626.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.30% | 78.75%-66.4pp | 70.43%-58.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $285 | $4,853-94.1% | $4,593-93.8% | $4,194-93.2% |
| Participant deferral / active EE | $6,682 | $8,237-18.9% | $7,906-15.5% | $6,396+4.5% |
| Admin fee / account holder | $44,326 | $14,976+196.0% | $13,708+223.4% | $12,562+252.9% |