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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 | $332,529 | $70,121+374.2% | $63,803+421.2% | $138,895+139.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 19.89% | 946.48%-926.6pp | 543.72%-523.8pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,839 | $4,535+249.2% | $3,843+312.1% | $6,396+147.6% |
| Admin fee / account holder | $2,542 | $6,738-62.3% | $5,196-51.1% | $12,562-79.8% |