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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 | $102,382+202.3% | $147,005+110.6% | $80,874+282.7% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 50.00% | 134.89%-84.9pp | 418.76%-368.8pp | 35.62%+14.4pp |
| Employer contribution / active EE | $5 | $3,715-99.9% | $4,934-99.9% | $2,756-99.8% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,335 | $7,942-45.4% | $13,006-66.7% | $6,935-37.5% |