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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 | $1,119,773 | $227,597+392.0% | $189,575+490.7% | $167,536+568.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 27.25% | 78.44%-51.2pp | 64.19%-36.9pp | 478.82%-451.6pp |
| Employer contribution / active EE | $22 | $5,316-99.6% | $4,412-99.5% | $4,839-99.5% |
| Participant deferral / active EE | $18,575 | $7,002+165.3% | $6,174+200.9% | $6,342+192.9% |
| Admin fee / account holder | $10,243 | $11,877-13.8% | $9,806+4.5% | $12,315-16.8% |