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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 | $1,317,881 | $185,312+611.2% | $161,489+716.1% | $154,746+751.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 34.37% | 103.84%-69.5pp | 89.72%-55.4pp | 172.34%-138.0pp |
| Employer contribution / active EE | $665 | $4,769-86.1% | $4,268-84.4% | $4,379-84.8% |
| Participant deferral / active EE | $2,423 | $6,350-61.8% | $5,630-57.0% | $6,730-64.0% |
| Admin fee / account holder | $391 | $18,654-97.9% | $16,006-97.6% | $14,365-97.3% |