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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 | $306,226 | $167,352+83.0% | $143,788+113.0% | $134,509+127.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.36% | 0.47%-19.8pp | -0.03%-19.3pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,500 | $6,447+0.8% | $5,638+15.3% | $6,400+1.6% |
| Admin fee / account holder | $5,210 | $18,091-71.2% | $14,675-64.5% | $11,427-54.4% |