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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 | $270,197 | $150,447+79.6% | $136,298+98.2% | $147,586+83.1% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 12.39% | 1049.15%-1036.8pp | 5156.27%-5143.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,698 | $6,631+46.3% | $6,247+55.2% | $5,439+78.3% |
| Admin fee / account holder | $636 | $10,906-94.2% | $9,244-93.1% | $10,886-94.2% |