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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 | $350,476 | $77,816+350.4% | $123,552+183.7% | $64,173+446.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.49% | 12.49%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3 | $3,014-99.9% | $4,628-99.9% | $2,381-99.9% |
| Participant deferral / active EE | $11,697 | $5,240+123.2% | $6,426+82.0% | $3,470+237.1% |
| Admin fee / account holder | $5,107 | $5,519-7.5% | $9,285-45.0% | $4,887+4.5% |