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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 | $2,213,225 | $156,398+1315.1% | $147,318+1402.3% | $138,895+1493.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.85% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $28,490 | $8,237+245.9% | $7,906+260.3% | $6,396+345.4% |
| Admin fee / account holder | $276,610 | $14,976+1747.1% | $13,708+1917.9% | $12,562+2101.9% |