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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 | $323,157 | $175,646+84.0% | $129,118+150.3% | $134,532+140.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -7.52% | -11.39%+3.9pp | -10.94%+3.4pp | 418.27%-425.8pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,000 | $7,970-37.3% | $6,539-23.5% | $6,401-21.9% |
| Admin fee / account holder | $1,832 | $23,578-92.2% | $14,305-87.2% | $11,429-84.0% |