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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 | $261,340 | $93,098+180.7% | $77,081+239.0% | $134,509+94.3% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -20.39% | 62.63%-83.0pp | 42.33%-62.7pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,805 | $5,239-8.3% | $4,428+8.5% | $6,400-24.9% |
| Admin fee / account holder | $1,260 | $6,945-81.9% | $5,427-76.8% | $11,427-89.0% |