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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 | $309,545 | $102,429+202.2% | $147,096+110.4% | $80,925+282.5% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 50.00% | 135.02%-85.0pp | 419.75%-369.7pp | 35.65%+14.4pp |
| Employer contribution / active EE | $5 | $3,716-99.9% | $4,936-99.9% | $2,756-99.8% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,335 | $7,957-45.5% | $13,005-66.7% | $6,940-37.5% |