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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 | $327,226 | $167,353+95.5% | $143,797+127.6% | $134,545+143.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.02% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $936 | $5,620-83.3% | $4,952-81.1% | $4,742-80.3% |
| Participant deferral / active EE | $9,395 | $6,447+45.7% | $5,638+66.6% | $6,401+46.8% |
| Admin fee / account holder | $9,189 | $18,096-49.2% | $14,679-37.4% | $11,431-19.6% |