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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 | $350,598 | $138,078+153.9% | $125,363+179.7% | $134,509+160.6% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | -15.21% | 750.49%-765.7pp | 572.15%-587.4pp | 418.13%-433.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,603 | $7,800+48.8% | $7,447+55.8% | $6,400+81.3% |
| Admin fee / account holder | $27,303 | $11,566+136.1% | $10,005+172.9% | $11,427+138.9% |