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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 | $1,047,829 | $105,200+896.0% | $159,474+557.1% | $85,847+1120.6% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.8%+2.7pp | 69.3%+16.2pp |
| Annual return | 13.56% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $183 | $3,319-94.5% | $4,831-96.2% | $2,565-92.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $96,071 | $6,934+1285.4% | $10,802+789.3% | $6,261+1434.5% |