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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 | $494,628 | $180,459+174.1% | $154,108+221.0% | $135,380+265.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.34% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $419 | $6,035-93.1% | $5,298-92.1% | $4,779-91.2% |
| Participant deferral / active EE | $6,295 | $5,806+8.4% | $5,081+23.9% | $5,609+12.2% |
| Admin fee / account holder | $3,934 | $16,145-75.6% | $13,411-70.7% | $10,828-63.7% |