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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 | $954,251 | $138,072+591.1% | $123,549+672.4% | $135,382+604.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.30% | 153.69%-154.0pp | 119.20%-119.5pp | 519.77%-520.1pp |
| Employer contribution / active EE | $300 | $5,152-94.2% | $4,628-93.5% | $4,779-93.7% |
| Participant deferral / active EE | $21,500 | $6,799+216.2% | $6,426+234.6% | $5,609+283.3% |
| Admin fee / account holder | $137,444 | $10,917+1159.0% | $9,284+1380.4% | $10,829+1169.3% |