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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 | $305,147 | $134,817+126.3% | $123,973+146.1% | $155,188+96.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 1041.14% | 515.49%+525.6pp | 388.13%+653.0pp | 148.84%+892.3pp |
| Employer contribution / active EE | $5 | $4,425-99.9% | $4,126-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $8,905 | $5,706+56.1% | $5,247+69.7% | $6,531+36.3% |
| Admin fee / account holder | $6,798 | $13,245-48.7% | $11,799-42.4% | $14,480-53.0% |