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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 | $294,063 | $138,078+113.0% | $125,363+134.6% | $134,509+118.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.63% | 750.49%-768.1pp | 572.15%-589.8pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,033 | $7,800-61.1% | $7,447-59.3% | $6,400-52.6% |
| Admin fee / account holder | $4,012 | $11,566-65.3% | $10,005-59.9% | $11,427-64.9% |