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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 | $266,410 | $180,462+47.6% | $154,111+72.9% | $135,379+96.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.58% | 888.17%-892.7pp | 735.18%-739.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $700 | $6,036-88.4% | $5,298-86.8% | $4,779-85.4% |
| Participant deferral / active EE | $16,333 | $5,806+181.3% | $5,081+221.5% | $5,609+191.2% |
| Admin fee / account holder | $27,663 | $16,145+71.3% | $13,411+106.3% | $10,828+155.5% |