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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 | $427,741 | $142,409+200.4% | $119,634+257.5% | $134,545+217.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 9.64% | -12.46%+22.1pp | -14.98%+24.6pp | 418.37%-408.7pp |
| Employer contribution / active EE | $507 | $5,224-90.3% | $4,232-88.0% | $4,742-89.3% |
| Participant deferral / active EE | $26,500 | $6,468+309.7% | $5,601+373.1% | $6,401+314.0% |
| Admin fee / account holder | $2,541 | $13,594-81.3% | $10,329-75.4% | $11,431-77.8% |