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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 | $303,361 | $82,674+266.9% | $125,381+142.0% | $68,486+343.0% |
| Participation rate | 95.3% | 75.1%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -13.59% | -5.97%-7.6pp | 572.31%-585.9pp | -7.85%-5.7pp |
| Employer contribution / active EE | $66 | $3,382-98.1% | $4,815-98.6% | $2,597-97.5% |
| Participant deferral / active EE | $4,000 | $6,111-34.5% | $7,448-46.3% | $4,028-0.7% |
| Admin fee / account holder | $12,777 | $6,277+103.6% | $10,007+27.7% | $5,404+136.4% |