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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 | $272,002 | $138,102+97.0% | $125,381+116.9% | $134,532+102.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.12% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,273 | $7,801+6.1% | $7,448+11.1% | $6,401+29.2% |
| Admin fee / account holder | $68,339 | $11,568+490.8% | $10,007+582.9% | $11,429+498.0% |