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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 | $1,176,281 | $95,580+1130.7% | $76,872+1430.2% | $139,466+743.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.86% | 55.00%-37.1pp | 37.90%-20.0pp | 373.66%-355.8pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,725 | $4,623+132.0% | $3,832+179.9% | $6,712+59.8% |
| Admin fee / account holder | $63,725 | $8,302+667.6% | $5,476+1063.7% | $11,409+458.6% |