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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 | $267,359 | $92,766+188.2% | $82,763+223.0% | $134,545+98.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.82% | 946.97%-966.8pp | 702.45%-722.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $40 | $3,273-98.8% | $3,008-98.7% | $4,742-99.2% |
| Participant deferral / active EE | $6,736 | $4,802+40.3% | $4,395+53.3% | $6,401+5.2% |
| Admin fee / account holder | $17,258 | $5,978+188.7% | $5,325+224.1% | $11,431+51.0% |