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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 | $332,840 | $159,934+108.1% | $147,005+126.4% | $145,959+128.0% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 97.22% | 98.24%-1.0pp | 418.76%-321.5pp | 561.95%-464.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $16,383 | $8,427+94.4% | $8,070+103.0% | $6,689+144.9% |
| Admin fee / account holder | $10,186 | $15,053-32.3% | $13,006-21.7% | $13,398-24.0% |