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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 | $288,276 | $160,059+80.1% | $140,019+105.9% | $135,379+112.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.30% | 911.44%-915.7pp | 651.15%-655.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $600 | $6,420-90.7% | $5,605-89.3% | $4,779-87.4% |
| Participant deferral / active EE | $24,500 | $7,641+220.6% | $6,927+253.7% | $5,609+336.8% |
| Admin fee / account holder | $8,267 | $13,328-38.0% | $10,705-22.8% | $10,828-23.7% |