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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 | $401,077 | $150,447+166.6% | $136,298+194.3% | $147,586+171.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.16% | 1049.15%-1038.0pp | 5156.27%-5145.1pp | 578.59%-567.4pp |
| Employer contribution / active EE | $500 | $5,256-90.5% | $4,696-89.4% | $4,876-89.7% |
| Participant deferral / active EE | $9,039 | $6,631+36.3% | $6,247+44.7% | $5,439+66.2% |
| Admin fee / account holder | $108,461 | $10,906+894.5% | $9,244+1073.3% | $10,886+896.4% |