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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 | $1,230,000 | $82,678+1387.7% | $125,391+880.9% | $68,490+1695.9% |
| Participation rate | 91.2% | 75.1%+16.2pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | 11.45% | -5.97%+17.4pp | 572.41%-561.0pp | -7.85%+19.3pp |
| Employer contribution / active EE | $165 | $3,382-95.1% | $4,816-96.6% | $2,597-93.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $65,651 | $6,277+945.8% | $10,009+555.9% | $5,403+1115.1% |