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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 | $364,438 | $102,663+255.0% | $86,216+322.7% | $139,466+161.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.24% | 1924.52%-1913.3pp | 1169.42%-1158.2pp | 373.66%-362.4pp |
| Employer contribution / active EE | $500 | $3,035-83.5% | $2,382-79.0% | $4,754-89.5% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,000 | $8,663-42.3% | $6,853-27.0% | $11,409-56.2% |