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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 | $276,682 | $138,076+100.4% | $123,553+123.9% | $135,380+104.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.78% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $580 | $5,152-88.7% | $4,628-87.5% | $4,779-87.9% |
| Participant deferral / active EE | $7,934 | $6,800+16.7% | $6,426+23.5% | $5,609+41.5% |
| Admin fee / account holder | $8,611 | $10,917-21.1% | $9,284-7.3% | $10,828-20.5% |