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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 | $289,106 | $142,361+103.1% | $119,608+141.7% | $134,509+114.9% |
| Participation rate | 84.2% | 82.8%+1.4pp | 79.3%+4.9pp | 81.2%+3.0pp |
| Annual return | -18.98% | -12.46%-6.5pp | -14.98%-4.0pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,130 | $6,468-20.7% | $5,601-8.4% | $6,400-19.9% |
| Admin fee / account holder | $26,999 | $13,588+98.7% | $10,326+161.5% | $11,427+136.3% |