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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 | $2,286,894 | $227,566+904.9% | $189,558+1106.4% | $167,518+1265.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 57.32% | 78.43%-21.1pp | 64.19%-6.9pp | 478.71%-421.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,500 | $7,002-7.2% | $6,174+5.3% | $6,342+2.5% |
| Admin fee / account holder | $911,909 | $11,881+7575.4% | $9,809+9196.8% | $12,312+7306.4% |