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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 | $454,345 | $106,905+325.0% | $84,020+440.8% | $152,885+197.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 40.25% | 105.00%-64.7pp | 71.31%-31.1pp | 345.39%-305.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $15,150 | $4,012+277.6% | $3,239+367.8% | $5,851+158.9% |
| Admin fee / account holder | $1,669 | $8,287-79.9% | $6,101-72.6% | $11,598-85.6% |