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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 | $1,045,568 | $88,603+1080.1% | $69,890+1396.0% | $134,545+677.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -13.58% | 442.93%-456.5pp | 190.84%-204.4pp | 418.37%-431.9pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,626 | $4,771+38.9% | $3,848+72.2% | $6,401+3.5% |
| Admin fee / account holder | $68,060 | $10,443+551.7% | $6,267+986.0% | $11,431+495.4% |