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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 | $271,572 | $110,093+146.7% | $97,295+179.1% | $145,897+86.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.21% | 244.76%-229.5pp | 75.62%-60.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,680 | $4,678+149.7% | $4,264+173.9% | $6,689+74.6% |
| Admin fee / account holder | $2,590 | $6,212-58.3% | $5,646-54.1% | $13,390-80.7% |