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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 | $407,914 | $88,815+359.3% | $81,882+398.2% | $145,897+179.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 30.17% | 1033.75%-1003.6pp | 779.47%-749.3pp | 552.29%-522.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,590 | $4,647+20.3% | $4,323+29.3% | $6,689-16.4% |
| Admin fee / account holder | $15,549 | $8,434+84.3% | $7,360+111.3% | $13,390+16.1% |