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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 | $271,363 | $138,076+96.5% | $123,553+119.6% | $135,380+100.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.57% | 153.70%-152.1pp | 119.21%-117.6pp | 519.81%-518.2pp |
| Employer contribution / active EE | $132 | $5,152-97.4% | $4,628-97.1% | $4,779-97.2% |
| Participant deferral / active EE | $6,199 | $6,800-8.8% | $6,426-3.5% | $5,609+10.5% |
| Admin fee / account holder | $34,814 | $10,917+218.9% | $9,284+275.0% | $10,828+221.5% |