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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 | $290,906 | $82,674+251.9% | $125,381+132.0% | $68,486+324.8% |
| Participation rate | 95.2% | 75.1%+20.2pp | 82.4%+12.9pp | 67.9%+27.3pp |
| Annual return | -12.07% | -5.97%-6.1pp | 572.31%-584.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,221 | $6,111+18.2% | $7,448-3.0% | $4,028+79.3% |
| Admin fee / account holder | $67,250 | $6,277+971.4% | $10,007+572.0% | $5,404+1144.5% |