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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 | $169,336+52.7% | $129,384+99.9% | $145,884+77.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.21% | 14408.70%-14392.5pp | 9461.77%-9445.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,333 | $4,985+147.4% | $4,166+196.1% | $6,690+84.4% |
| Admin fee / account holder | $2,284 | $9,912-77.0% | $7,686-70.3% | $13,392-82.9% |