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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 | $365,912 | $110,083+232.4% | $151,639+141.3% | $68,486+434.3% |
| Participation rate | 90.6% | 84.0%+6.7pp | 87.5%+3.1pp | 67.9%+22.7pp |
| Annual return | -17.68% | -10.12%-7.6pp | 3.34%-21.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $17,063 | $6,526+161.4% | $8,363+104.0% | $4,028+323.7% |
| Admin fee / account holder | $33,323 | $7,718+331.8% | $11,613+186.9% | $5,404+516.7% |