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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 | $255,399 | $138,102+84.9% | $125,381+103.7% | $134,532+89.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.78% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $666 | $5,245-87.3% | $4,815-86.2% | $4,741-86.0% |
| Participant deferral / active EE | $10,574 | $7,801+35.6% | $7,448+42.0% | $6,401+65.2% |
| Admin fee / account holder | $32,940 | $11,568+184.8% | $10,007+229.2% | $11,429+188.2% |