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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 | $690,595 | $88,778+677.9% | $81,844+743.8% | $145,884+373.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3175.50% | 1033.03%+2142.5pp | 778.87%+2396.6pp | 551.85%+2623.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,550 | $4,648+320.6% | $4,323+352.2% | $6,690+192.2% |
| Admin fee / account holder | $29,406 | $8,430+248.8% | $7,355+299.8% | $13,392+119.6% |