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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 | $1,211,338 | $110,801+993.3% | $86,868+1294.5% | $167,518+623.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.48% | 117.00%-100.5pp | 63.53%-47.0pp | 478.71%-462.2pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,341 | $4,547+39.5% | $3,699+71.4% | $6,3420% |
| Admin fee / account holder | $113,751 | $8,417+1251.4% | $5,829+1851.5% | $12,312+823.9% |