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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 | $3,544,229 | $209,336+1593.1% | $197,124+1698.0% | $137,256+2482.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.99% | 48.09%-36.1pp | 44.34%-32.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,000 | $6,591-84.8% | $6,227-83.9% | $4,156-75.9% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,375 | $17,308-80.5% | $16,298-79.3% | $12,270-72.5% |