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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 | $497,070 | $93,117+433.8% | $77,096+544.7% | $134,532+269.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.85% | 62.67%-81.5pp | 42.35%-61.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $23,500 | $5,241+348.4% | $4,429+430.6% | $6,401+267.1% |
| Admin fee / account holder | $3,112 | $6,948-55.2% | $5,428-42.7% | $11,429-72.8% |