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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 | $289,497 | $167,522+72.8% | $151,639+90.9% | $134,532+115.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.03% | 7.81%-24.8pp | 3.34%-20.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,000 | $8,986+11.3% | $8,363+19.6% | $6,401+56.2% |
| Admin fee / account holder | $1,345 | $13,780-90.2% | $11,613-88.4% | $11,429-88.2% |