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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 | $302,253 | $160,059+88.8% | $140,019+115.9% | $135,380+123.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.59% | 911.48%-914.1pp | 651.17%-653.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $20,238 | $7,641+164.9% | $6,927+192.2% | $5,609+260.8% |
| Admin fee / account holder | $31,840 | $13,328+138.9% | $10,705+197.4% | $10,828+194.0% |