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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 | $380,624 | $138,075+175.7% | $123,552+208.1% | $135,379+181.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.18% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $673 | $5,152-86.9% | $4,628-85.5% | $4,779-85.9% |
| Participant deferral / active EE | $10,301 | $6,800+51.5% | $6,426+60.3% | $5,609+83.7% |
| Admin fee / account holder | $91,303 | $10,917+736.3% | $9,285+883.4% | $10,828+743.2% |