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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 | $312,796 | $59,116+429.1% | $86,438+261.9% | $68,486+356.7% |
| Participation rate | 89.3% | 75.2%+14.1pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -18.15% | -0.23%-17.9pp | 4397.19%-4415.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $18,839 | $5,902+219.2% | $6,952+171.0% | $4,028+367.8% |
| Admin fee / account holder | $31,207 | $5,639+453.5% | $6,733+363.5% | $5,404+477.5% |