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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 | $270,907 | $88,754+205.2% | $81,820+231.1% | $145,877+85.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.85% | 1031.77%-1021.9pp | 777.93%-768.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,935 | $4,648-36.8% | $4,323-32.1% | $6,691-56.1% |
| Admin fee / account holder | $2,022 | $8,424-76.0% | $7,391-72.6% | $13,402-84.9% |