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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 | $109,967+147.0% | $97,197+179.4% | $145,877+86.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.21% | 244.27%-229.1pp | 75.47%-60.3pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,680 | $4,676+149.8% | $4,263+174.0% | $6,691+74.6% |
| Admin fee / account holder | $2,590 | $6,199-58.2% | $5,637-54.1% | $13,402-80.7% |