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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 | $340,963 | $105,198+224.1% | $159,455+113.8% | $85,856+297.1% |
| Participation rate | 90.1% | 75.8%+14.3pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 13.68% | 45.08%-31.4pp | 263.63%-249.9pp | 318.58%-304.9pp |
| Employer contribution / active EE | $151 | $3,319-95.4% | $4,830-96.9% | $2,565-94.1% |
| Participant deferral / active EE | $12,130 | $5,946+104.0% | $7,353+65.0% | $3,952+206.9% |
| Admin fee / account holder | $21,916 | $6,934+216.1% | $10,800+102.9% | $6,261+250.1% |