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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 | $762,232 | $110,083+592.4% | $151,645+402.6% | $68,490+1012.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 6.51% | -10.12%+16.6pp | 3.34%+3.2pp | -7.85%+14.4pp |
| Employer contribution / active EE | $1,018 | $4,470-77.2% | $6,165-83.5% | $2,597-60.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $29,000 | $7,718+275.8% | $11,614+149.7% | $5,403+436.8% |