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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 | $1,581,723 | $209,888+653.6% | $189,545+734.5% | $167,553+844.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.60% | 748.66%-732.1pp | 555.36%-538.8pp | 478.89%-462.3pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $23,833 | $8,934+166.8% | $8,220+189.9% | $6,343+275.8% |
| Admin fee / account holder | $38,798 | $14,300+171.3% | $12,049+222.0% | $12,316+215.0% |