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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 | $273,130 | $78,694+247.1% | $67,653+303.7% | $125,388+117.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.07% | 9.46%-11.5pp | 6625.22%-6627.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $13,636 | $4,292+217.7% | $3,560+283.1% | $5,352+154.8% |
| Admin fee / account holder | $18,451 | $7,403+149.2% | $4,821+282.7% | $9,541+93.4% |