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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 | $302,160 | $124,314+143.1% | $109,163+176.8% | $167,518+80.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 183.63% | 26.04%+157.6pp | 25.75%+157.9pp | 478.71%-295.1pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $19,500 | $5,256+271.0% | $4,654+319.0% | $6,342+207.5% |
| Admin fee / account holder | $398 | $7,973-95.0% | $6,754-94.1% | $12,312-96.8% |