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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 | $3,058,756 | $197,603+1447.9% | $177,827+1620.1% | $158,950+1824.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 67.13% | 58.76%+8.4pp | 48.32%+18.8pp | 302.91%-235.8pp |
| Employer contribution / active EE | $900 | $6,698-86.6% | $5,918-84.8% | $4,762-81.1% |
| Participant deferral / active EE | $9,750 | $8,404+16.0% | $7,713+26.4% | $5,983+63.0% |
| Admin fee / account holder | $25,067 | $15,402+62.8% | $12,429+101.7% | $11,248+122.9% |