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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 | $361,000 | $82,674+336.7% | $125,381+187.9% | $68,486+427.1% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.31%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $354 | $3,382-89.5% | $4,815-92.7% | $2,597-86.4% |
| Participant deferral / active EE | $6,823 | $6,111+11.7% | $7,448-8.4% | $4,028+69.4% |
| Admin fee / account holder | $14,507 | $6,277+131.1% | $10,007+45.0% | $5,404+168.5% |