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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 | $647,491 | $162,529+298.4% | $130,788+395.1% | $154,746+318.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 449.30% | 510.48%-61.2pp | 386.44%+62.9pp | 172.34%+277.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,750 | $4,808+144.4% | $4,137+184.0% | $6,730+74.6% |
| Admin fee / account holder | $8,737 | $7,669+13.9% | $6,673+30.9% | $14,365-39.2% |