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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 | $1,400,943 | $102,382+1268.3% | $147,005+853.0% | $80,874+1632.2% |
| Participation rate | 86.3% | 75.8%+10.4pp | 82.2%+4.1pp | 67.6%+18.6pp |
| Annual return | 17.34% | 134.89%-117.5pp | 418.76%-401.4pp | 35.62%-18.3pp |
| Employer contribution / active EE | $203 | $3,715-94.5% | $4,934-95.9% | $2,756-92.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $61,643 | $7,942+676.1% | $13,006+374.0% | $6,935+788.8% |