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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 | $281,497 | $138,078+103.9% | $125,363+124.5% | $134,509+109.3% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -16.04% | 750.49%-766.5pp | 572.15%-588.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,786 | $7,800+51.1% | $7,447+58.3% | $6,400+84.1% |
| Admin fee / account holder | $41,327 | $11,566+257.3% | $10,005+313.1% | $11,427+261.7% |