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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 | $540,318 | $201,259+168.5% | $184,200+193.3% | $145,959+270.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.86% | 28.98%-13.1pp | 28.80%-12.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $17,250 | $9,806+75.9% | $9,132+88.9% | $6,689+157.9% |
| Admin fee / account holder | $29,615 | $16,372+80.9% | $13,907+113.0% | $13,398+121.0% |