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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 | $300,501 | $90,691+231.3% | $76,119+294.8% | $145,884+106.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.43% | 624.52%-616.1pp | 361.25%-352.8pp | 551.85%-543.4pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,784 | $5,167+70.0% | $4,259+106.2% | $6,690+31.3% |
| Admin fee / account holder | $68,989 | $8,383+723.0% | $6,421+974.4% | $13,392+415.2% |