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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 | $566,054 | $142,409+297.5% | $119,634+373.2% | $134,545+320.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.76% | -12.46%-4.3pp | -14.98%-1.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $23,750 | $6,468+267.2% | $5,601+324.0% | $6,401+271.0% |
| Admin fee / account holder | $5,801 | $13,594-57.3% | $10,329-43.8% | $11,431-49.3% |