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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 | $2,937,888 | $168,635+1642.2% | $147,617+1890.2% | $125,389+2243.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.32% | 77.65%-78.0pp | 61.98%-62.3pp | 282.24%-282.6pp |
| Employer contribution / active EE | $141 | $6,252-97.7% | $5,564-97.5% | $4,866-97.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $98,837 | $13,580+627.8% | $11,612+751.2% | $9,541+935.9% |