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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 | $1,765,686 | $181,896+870.7% | $156,551+1027.9% | $273,972+544.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.17% | 30.74%-13.6pp | 32.23%-15.1pp | 41.46%-24.3pp |
| Employer contribution / active EE | $417 | $6,248-93.3% | $5,501-92.4% | $4,869-91.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $73,978 | $15,560+375.4% | $13,028+467.8% | $10,133+630.1% |