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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 | $303,620 | $125,184+142.5% | $105,607+187.5% | $145,884+108.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 14.22% | 225.00%-210.8pp | 116.11%-101.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,660 | $5,714+69.1% | $5,011+92.8% | $6,690+44.4% |
| Admin fee / account holder | $41,021 | $17,133+139.4% | $10,958+274.3% | $13,392+206.3% |