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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 | $315,031 | $138,076+128.2% | $123,553+155.0% | $135,380+132.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.66% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $795 | $5,152-84.6% | $4,628-82.8% | $4,779-83.4% |
| Participant deferral / active EE | $12,575 | $6,800+84.9% | $6,426+95.7% | $5,609+124.2% |
| Admin fee / account holder | $18,956 | $10,917+73.6% | $9,284+104.2% | $10,828+75.1% |