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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 | $38,232,327 | $210,698+18045.5% | $178,014+21377.1% | $145,959+26093.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 386.27%-386.3pp | 294.80%-294.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $861,933 | $6,958+12286.9% | $6,276+13633.0% | $6,689+12786.8% |
| Admin fee / account holder | $102,379 | $12,016+752.0% | $10,362+888.1% | $13,398+664.1% |