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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 | $258,596 | $169,237+52.8% | $129,339+99.9% | $145,978+77.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.21% | 14364.43%-14348.2pp | 9437.05%-9420.8pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,333 | $4,991+147.1% | $4,170+195.8% | $6,690+84.4% |
| Admin fee / account holder | $2,284 | $9,882-76.9% | $7,668-70.2% | $13,400-83.0% |