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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 | $586,934 | $167,503+250.4% | $151,627+287.1% | $134,493+336.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.56% | 7.80%-28.4pp | 3.33%-23.9pp | 418.01%-438.6pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,500 | $8,985+50.3% | $8,363+61.4% | $6,400+110.9% |
| Admin fee / account holder | $2,695 | $13,777-80.4% | $11,612-76.8% | $11,425-76.4% |