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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 | $324,767 | $150,346+116.0% | $120,524+169.5% | $145,877+122.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 65.09% | 154.40%-89.3pp | 107.36%-42.3pp | 551.28%-486.2pp |
| Employer contribution / active EE | $375 | $4,353-91.4% | $3,469-89.2% | $4,663-92.0% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,000 | $12,215-18.1% | $9,440+5.9% | $13,402-25.4% |