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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 | $340,806 | $77,817+338.0% | $123,553+175.8% | $64,173+431.1% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -4.73% | 12.49%-17.2pp | 119.21%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12,475 | $5,240+138.1% | $6,426+94.1% | $3,470+259.6% |
| Admin fee / account holder | $28,233 | $5,519+411.6% | $9,284+204.1% | $4,887+477.7% |