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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 | $370,695 | $171,867+115.7% | $149,721+147.6% | $147,586+151.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.78% | 2113.36%-2094.6pp | 1501.67%-1482.9pp | 578.59%-559.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,480 | $7,270+71.7% | $6,568+90.0% | $5,439+129.5% |
| Admin fee / account holder | $2,217 | $13,799-83.9% | $11,282-80.3% | $10,886-79.6% |