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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 | $631,503 | $138,072+357.4% | $123,549+411.1% | $135,382+366.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -1.88% | 153.69%-155.6pp | 119.20%-121.1pp | 519.77%-521.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,566 | $6,799+40.7% | $6,426+48.9% | $5,609+70.6% |
| Admin fee / account holder | $3,567 | $10,917-67.3% | $9,284-61.6% | $10,829-67.1% |