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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 | $1,147,476 | $183,592+525.0% | $155,574+637.6% | $145,877+686.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.65% | 61.37%-45.7pp | 64.87%-49.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $896 | $5,317-83.2% | $4,676-80.8% | $4,663-80.8% |
| Participant deferral / active EE | $14,235 | $6,466+120.1% | $5,629+152.9% | $6,691+112.8% |
| Admin fee / account holder | $359,165 | $19,316+1759.4% | $15,914+2156.9% | $13,402+2579.9% |