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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 | $649,189 | $167,504+287.6% | $151,628+328.1% | $134,509+382.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -14.01% | 7.81%-21.8pp | 3.34%-17.3pp | 418.13%-432.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,300 | $8,985-18.8% | $8,363-12.7% | $6,400+14.1% |
| Admin fee / account holder | $84,271 | $13,779+511.6% | $11,613+625.7% | $11,427+637.5% |