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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 | $252,318 | $77,817+224.2% | $123,553+104.2% | $64,173+293.2% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | -4.57% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,308 | $5,240+115.8% | $6,426+76.0% | $3,470+225.9% |
| Admin fee / account holder | $82,181 | $5,519+1389.0% | $9,284+785.1% | $4,887+1581.5% |