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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 | $1,479,409 | $182,442+710.9% | $163,379+805.5% | $138,895+965.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 10.53% | 72.74%-62.2pp | 63.41%-52.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,000 | $6,817-41.3% | $6,282-36.3% | $6,396-37.5% |
| Admin fee / account holder | $20,736 | $10,396+99.5% | $9,818+111.2% | $12,562+65.1% |