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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 | $344,029 | $203,436+69.1% | $152,466+125.6% | $167,518+105.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 9.21% | 13.80%-4.6pp | 757.33%-748.1pp | 478.71%-469.5pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,000 | $6,716-55.3% | $5,820-48.5% | $6,342-52.7% |
| Admin fee / account holder | $2,155 | $22,506-90.4% | $15,805-86.4% | $12,312-82.5% |