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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 | $990,451 | $152,591+549.1% | $117,529+742.7% | $134,545+636.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 1.68% | 53.04%-51.4pp | 29.77%-28.1pp | 418.37%-416.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,500 | $4,821+180.0% | $4,072+231.5% | $6,401+110.9% |
| Admin fee / account holder | $498,404 | $7,004+7015.8% | $5,645+8728.7% | $11,431+4260.2% |