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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 | $297,481 | $160,059+85.9% | $140,019+112.5% | $135,379+119.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -4.10% | 911.44%-915.5pp | 651.15%-655.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,571 | $7,641+38.4% | $6,927+52.6% | $5,609+88.5% |
| Admin fee / account holder | $1,075 | $13,328-91.9% | $10,705-90.0% | $10,828-90.1% |