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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 | $2,595,731 | $183,539+1314.3% | $155,556+1568.7% | $145,897+1679.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 42.99% | 61.31%-18.3pp | 64.84%-21.8pp | 552.29%-509.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,000 | $6,467+131.9% | $5,631+166.4% | $6,689+124.2% |
| Admin fee / account holder | $82,838 | $19,275+329.8% | $15,885+421.5% | $13,390+518.6% |