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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 | $268,361 | $180,462+48.7% | $154,111+74.1% | $135,379+98.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.81% | 888.17%-896.0pp | 735.18%-743.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $765 | $6,036-87.3% | $5,298-85.6% | $4,779-84.0% |
| Participant deferral / active EE | $6,734 | $5,806+16.0% | $5,081+32.5% | $5,609+20.1% |
| Admin fee / account holder | $5,486 | $16,145-66.0% | $13,411-59.1% | $10,828-49.3% |