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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 | $786,386 | $92,766+747.7% | $82,763+850.2% | $134,545+484.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.15% | 946.97%-957.1pp | 702.45%-712.6pp | 418.37%-428.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,341 | $4,802-51.3% | $4,395-46.7% | $6,401-63.4% |
| Admin fee / account holder | $72,504 | $5,978+1112.9% | $5,325+1261.5% | $11,431+534.3% |