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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 | $250,688 | $92,219+171.8% | $76,767+226.6% | $135,380+85.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.35% | 5.46%-12.8pp | 2.43%-9.8pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,823 | $4,508+184.4% | $3,852+232.9% | $5,609+128.6% |
| Admin fee / account holder | $14,343 | $10,749+33.4% | $6,675+114.9% | $10,828+32.5% |