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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 | $345,271 | $160,059+115.7% | $140,019+146.6% | $135,382+155.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.00% | 911.44%-917.4pp | 651.15%-657.1pp | 519.77%-525.8pp |
| Employer contribution / active EE | $533 | $6,420-91.7% | $5,605-90.5% | $4,779-88.8% |
| Participant deferral / active EE | $21,549 | $7,641+182.0% | $6,927+211.1% | $5,609+284.2% |
| Admin fee / account holder | $22,264 | $13,328+67.0% | $10,705+108.0% | $10,829+105.6% |