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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 | $265,677 | $77,817+241.4% | $123,553+115.0% | $64,173+314.0% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -6.71% | 12.49%-19.2pp | 119.21%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,903 | $5,240+127.2% | $6,426+85.2% | $3,470+243.1% |
| Admin fee / account holder | $50,969 | $5,519+823.5% | $9,284+449.0% | $4,887+942.9% |