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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 | $385,900 | $152,591+152.9% | $117,529+228.3% | $134,545+186.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.19% | 53.04%-69.2pp | 29.77%-46.0pp | 418.37%-434.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,880 | $4,821+63.5% | $4,072+93.5% | $6,401+23.1% |
| Admin fee / account holder | $1,887 | $7,004-73.1% | $5,645-66.6% | $11,431-83.5% |