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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 | $404,744 | $142,361+184.3% | $119,608+238.4% | $134,509+200.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 139.34% | -12.46%+151.8pp | -14.98%+154.3pp | 418.13%-278.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $22,000 | $6,468+240.1% | $5,601+292.8% | $6,400+243.7% |
| Admin fee / account holder | $231,240 | $13,588+1601.8% | $10,326+2139.5% | $11,427+1923.7% |