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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 | $420,409 | $175,646+139.4% | $129,118+225.6% | $134,545+212.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -18.01% | -11.39%-6.6pp | -10.94%-7.1pp | 418.37%-436.4pp |
| Employer contribution / active EE | $665 | $6,355-89.5% | $5,051-86.8% | $4,742-86.0% |
| Participant deferral / active EE | $13,822 | $7,970+73.4% | $6,539+111.4% | $6,401+115.9% |
| Admin fee / account holder | $24,192 | $23,578+2.6% | $14,305+69.1% | $11,431+111.6% |