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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 | $1,517,381 | $202,342+649.9% | $172,753+778.4% | $152,909+892.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.72% | 1029.88%-1010.2pp | 803.00%-783.3pp | 345.46%-325.7pp |
| Employer contribution / active EE | $21 | $5,857-99.6% | $5,144-99.6% | $4,764-99.6% |
| Participant deferral / active EE | $21,815 | $5,948+266.7% | $5,198+319.7% | $5,851+272.8% |
| Admin fee / account holder | $40,946 | $17,112+139.3% | $13,956+193.4% | $11,601+253.0% |