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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 | $1,519,800 | $167,353+808.1% | $143,797+956.9% | $134,545+1029.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.08% | 0.48%-4.6pp | -0.04%-4.0pp | 418.37%-422.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,333 | $6,447-32.8% | $5,638-23.1% | $6,401-32.3% |
| Admin fee / account holder | $33,041 | $18,096+82.6% | $14,679+125.1% | $11,431+189.1% |