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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 | $338,109 | $138,114+144.8% | $125,391+169.6% | $134,545+151.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -9.50% | 750.88%-760.4pp | 572.41%-581.9pp | 418.37%-427.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,939 | $7,801+91.5% | $7,448+100.6% | $6,401+133.4% |
| Admin fee / account holder | $111,944 | $11,570+867.5% | $10,009+1018.5% | $11,431+879.3% |