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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 | $1,470,005 | $184,000+698.9% | $162,185+806.4% | $152,909+861.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.42% | 150.80%-132.4pp | 115.61%-97.2pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $23,000 | $8,033+186.3% | $7,297+215.2% | $5,851+293.1% |
| Admin fee / account holder | $33,922 | $13,124+158.5% | $10,844+212.8% | $11,601+192.4% |