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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 | $275,805 | $180,459+52.8% | $154,108+79.0% | $135,380+103.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.79% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,074 | $6,035-82.2% | $5,298-79.7% | $4,779-77.5% |
| Participant deferral / active EE | $2,500 | $5,806-56.9% | $5,081-50.8% | $5,609-55.4% |
| Admin fee / account holder | $17,300 | $16,145+7.2% | $13,411+29.0% | $10,828+59.8% |