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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 | $443,239 | $150,447+194.6% | $136,298+225.2% | $147,586+200.3% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 14.04% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,254 | $6,631+69.7% | $6,247+80.1% | $5,439+106.9% |
| Admin fee / account holder | $15,178 | $10,906+39.2% | $9,244+64.2% | $10,886+39.4% |