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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 | $434,747 | $103,038+321.9% | $90,324+381.3% | $152,909+184.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 477.15% | 95.25%+381.9pp | 78.15%+399.0pp | 345.46%+131.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $15,000 | $4,282+250.3% | $3,885+286.1% | $5,851+156.4% |
| Admin fee / account holder | $1,263 | $6,177-79.6% | $5,356-76.4% | $11,601-89.1% |