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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 | $364,111 | $69,541+423.6% | $59,899+507.9% | $135,380+169.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.20% | 7.95%-12.1pp | 3.46%-7.7pp | 519.81%-524.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,575 | $4,206-38.8% | $3,402-24.3% | $5,609-54.1% |
| Admin fee / account holder | $2,536 | $5,737-55.8% | $3,592-29.4% | $10,828-76.6% |