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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 | $357,212 | $100,792+254.4% | $86,691+312.1% | $134,509+165.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.71% | 29.08%-46.8pp | 35.94%-53.7pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,996 | $5,339+180.9% | $4,656+222.1% | $6,400+134.3% |
| Admin fee / account holder | $126,857 | $10,924+1061.3% | $7,492+1593.2% | $11,427+1010.2% |