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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 | $270,138 | $76,608+252.6% | $56,077+381.7% | $145,877+85.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.20% | 3009.59%-3002.4pp | 1709.28%-1702.1pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,000 | $2,624+1043.2% | $1,954+1435.3% | $6,691+348.4% |
| Admin fee / account holder | $955 | $3,325-71.3% | $2,825-66.2% | $13,402-92.9% |