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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 | $369,234 | $138,076+167.4% | $123,553+198.8% | $135,380+172.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.43% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,596 | $6,800+41.1% | $6,426+49.3% | $5,609+71.1% |
| Admin fee / account holder | $41,880 | $10,917+283.6% | $9,284+351.1% | $10,828+286.8% |