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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 | $384,530 | $167,352+129.8% | $143,788+167.4% | $134,509+185.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.03% | 0.47%-19.5pp | -0.03%-19.0pp | 418.13%-437.2pp |
| Employer contribution / active EE | $828 | $5,620-85.3% | $4,952-83.3% | $4,741-82.5% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $3,795 | $18,091-79.0% | $14,675-74.1% | $11,427-66.8% |