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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 | $430,999 | $88,778+385.5% | $81,844+426.6% | $145,884+195.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.02% | 1033.03%-1011.0pp | 778.87%-756.9pp | 551.85%-529.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,470 | $4,648-46.9% | $4,323-42.9% | $6,690-63.1% |
| Admin fee / account holder | $361,078 | $8,430+4183.2% | $7,355+4809.0% | $13,392+2596.3% |