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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 | $303,409 | $96,123+215.6% | $77,361+292.2% | $198,609+52.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 75.0%+5.0pp | 82.4%-2.4pp |
| Annual return | 10.33% | 2054.81%-2044.5pp | 1011.54%-1001.2pp | 202.70%-192.4pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,899 | $4,975-21.6% | $3,911-0.3% | $6,977-44.1% |
| Admin fee / account holder | $79,429 | $9,471+738.7% | $5,894+1247.7% | $19,030+317.4% |