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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 | $693,112 | $176,077+293.6% | $159,455+334.7% | $167,518+313.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.61% | 331.83%-317.2pp | 263.63%-249.0pp | 478.71%-464.1pp |
| Employer contribution / active EE | $507 | $5,298-90.4% | $4,830-89.5% | $4,838-89.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,404 | $12,556-72.9% | $10,800-68.5% | $12,312-72.4% |