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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 | $3,313,962 | $202,342+1537.8% | $172,753+1818.3% | $152,909+2067.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.91% | 1029.88%-1015.0pp | 803.00%-788.1pp | 345.46%-330.6pp |
| Employer contribution / active EE | $211 | $5,857-96.4% | $5,144-95.9% | $4,764-95.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $152,548 | $17,112+791.5% | $13,956+993.1% | $11,601+1215.0% |