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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 | $1,115,501 | $227,399+390.5% | $189,758+487.9% | $198,609+461.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.01% | 61.03%-39.0pp | 52.62%-30.6pp | 202.70%-180.7pp |
| Employer contribution / active EE | $1,213 | $5,526-78.0% | $4,767-74.5% | $5,055-76.0% |
| Participant deferral / active EE | $5,167 | $6,837-24.4% | $5,856-11.8% | $6,977-25.9% |
| Admin fee / account holder | $29,519 | $25,162+17.3% | $20,388+44.8% | $19,030+55.1% |