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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 | $261,189 | $138,075+89.2% | $123,552+111.4% | $135,379+92.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.80% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $791 | $5,152-84.6% | $4,628-82.9% | $4,779-83.4% |
| Participant deferral / active EE | $4,264 | $6,800-37.3% | $6,426-33.6% | $5,609-24.0% |
| Admin fee / account holder | $2,712 | $10,917-75.2% | $9,285-70.8% | $10,828-74.9% |