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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 | $337,097 | $202,342+66.6% | $172,752+95.1% | $152,897+120.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.29% | 1029.83%-1015.5pp | 802.97%-788.7pp | 345.43%-331.1pp |
| Employer contribution / active EE | $51 | $5,858-99.1% | $5,144-99.0% | $4,764-98.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,847 | $17,111-83.4% | $13,955-79.6% | $11,599-75.5% |