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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 | $318,103 | $171,867+85.1% | $149,716+112.5% | $147,585+115.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.22% | 2113.36%-2104.1pp | 1501.67%-1492.4pp | 578.58%-569.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $15,052 | $7,270+107.0% | $6,568+129.2% | $5,439+176.7% |
| Admin fee / account holder | $753 | $13,799-94.5% | $11,282-93.3% | $10,886-93.1% |