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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 | $380,261 | $202,342+87.9% | $172,753+120.1% | $152,909+148.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.21% | 1029.88%-1006.7pp | 803.00%-779.8pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,111 | $5,857-81.0% | $5,144-78.4% | $4,764-76.7% |
| Participant deferral / active EE | $12,607 | $5,948+111.9% | $5,198+142.6% | $5,851+115.5% |
| Admin fee / account holder | $11,111 | $17,112-35.1% | $13,956-20.4% | $11,601-4.2% |