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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 | $318,526 | $167,362+90.3% | $143,799+121.5% | $134,532+136.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.95% | 0.47%-9.4pp | -0.04%-8.9pp | 418.27%-427.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,271 | $6,447+105.8% | $5,638+135.4% | $6,401+107.3% |
| Admin fee / account holder | $2,323 | $18,094-87.2% | $14,677-84.2% | $11,429-79.7% |