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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 | $259,208 | $135,639+91.1% | $110,241+135.1% | $135,382+91.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.26% | 513.21%-503.9pp | 314.75%-305.5pp | 519.77%-510.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $21,333 | $5,507+287.4% | $4,672+356.6% | $5,609+280.3% |
| Admin fee / account holder | $40,000 | $11,457+249.1% | $8,548+368.0% | $10,829+269.4% |