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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 | $1,052,929 | $243,530+332.4% | $609,303+72.8% | $243,530+332.4% |
| Participation rate | 100.0% | 93.6%+6.4pp | 100.0%0pp | 93.6%+6.4pp |
| Annual return | 26.69% | 7.91%+18.8pp | 12.39%+14.3pp | 7.91%+18.8pp |
| Employer contribution / active EE | $692 | $20,023-96.5% | $2,536-72.7% | $20,023-96.5% |
| Participant deferral / active EE | $17,962 | $11,300+59.0% | $6,666+169.5% | $11,300+59.0% |
| Admin fee / account holder | $2,007 | $64,087-96.9% | $2,0070% | $64,087-96.9% |