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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 | $336,262 | $160,059+110.1% | $140,019+140.2% | $135,380+148.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.66% | 911.48%-913.1pp | 651.17%-652.8pp | 519.81%-521.5pp |
| Employer contribution / active EE | $94 | $6,420-98.5% | $5,605-98.3% | $4,779-98.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,437 | $13,328-89.2% | $10,705-86.6% | $10,828-86.7% |