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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 | $283,921 | $82,678+243.4% | $125,391+126.4% | $68,490+314.5% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -16.42% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,250 | $6,111+116.8% | $7,448+77.9% | $4,028+229.0% |
| Admin fee / account holder | $37,111 | $6,277+491.2% | $10,009+270.8% | $5,403+586.9% |