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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 | $588,823 | $150,447+291.4% | $136,298+332.0% | $147,586+299.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.89% | 1049.15%-1037.3pp | 5156.27%-5144.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $240 | $5,256-95.4% | $4,696-94.9% | $4,876-95.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $25,709 | $10,906+135.7% | $9,244+178.1% | $10,886+136.2% |