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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 | $375,548 | $209,888+78.9% | $189,545+98.1% | $167,553+124.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 60.70% | 748.66%-688.0pp | 555.36%-494.7pp | 478.89%-418.2pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $23,750 | $8,934+165.8% | $8,220+188.9% | $6,343+274.5% |
| Admin fee / account holder | $8,765 | $14,300-38.7% | $12,049-27.3% | $12,316-28.8% |