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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 | $359,375 | $167,504+114.5% | $151,628+137.0% | $134,509+167.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.19% | 7.81%-23.0pp | 3.34%-18.5pp | 418.13%-433.3pp |
| Employer contribution / active EE | $593 | $6,828-91.3% | $6,165-90.4% | $4,741-87.5% |
| Participant deferral / active EE | $18,000 | $8,985+100.3% | $8,363+115.2% | $6,400+181.2% |
| Admin fee / account holder | $19,292 | $13,779+40.0% | $11,613+66.1% | $11,427+68.8% |