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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 | $270,575 | $168,626+60.5% | $133,698+102.4% | $145,897+85.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 9.85% | 1168.99%-1159.1pp | 580.90%-571.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,812 | $8,688+1.4% | $7,016+25.6% | $6,689+31.7% |
| Admin fee / account holder | $5,991 | $9,638-37.8% | $6,703-10.6% | $13,390-55.3% |