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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 | $610,223 | $138,102+341.9% | $125,381+386.7% | $134,532+353.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.90% | 750.73%-764.6pp | 572.31%-586.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $552 | $5,245-89.5% | $4,815-88.5% | $4,741-88.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,216 | $11,568-72.2% | $10,007-67.9% | $11,429-71.9% |