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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 | $471,699 | $167,353+181.9% | $143,797+228.0% | $134,545+250.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 382.08% | 0.48%+381.6pp | -0.04%+382.1pp | 418.37%-36.3pp |
| Employer contribution / active EE | $741 | $5,620-86.8% | $4,952-85.0% | $4,742-84.4% |
| Participant deferral / active EE | $10,800 | $6,447+67.5% | $5,638+91.5% | $6,401+68.7% |
| Admin fee / account holder | $711 | $18,096-96.1% | $14,679-95.2% | $11,431-93.8% |