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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 | $254,296 | $150,446+69.0% | $136,297+86.6% | $147,585+72.3% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 16.80% | 1049.14%-1032.3pp | 5156.19%-5139.4pp | 578.58%-561.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,590 | $6,631-15.7% | $6,247-10.5% | $5,439+2.8% |
| Admin fee / account holder | $1,144 | $10,906-89.5% | $9,244-87.6% | $10,886-89.5% |