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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 | $1,823,556 | $211,239+763.3% | $178,528+921.4% | $145,877+1150.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.58% | 30.22%-7.6pp | 27.11%-4.5pp | 551.28%-528.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,000 | $6,963+115.4% | $6,278+138.9% | $6,691+124.2% |
| Admin fee / account holder | $9,422 | $12,095-22.1% | $10,419-9.6% | $13,402-29.7% |