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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 | $295,064 | $92,743+218.2% | $82,744+256.6% | $134,532+119.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -11.11% | 946.63%-957.7pp | 702.22%-713.3pp | 418.27%-429.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,180 | $4,802-13.0% | $4,395-4.9% | $6,401-34.7% |
| Admin fee / account holder | $8,433 | $5,977+41.1% | $5,325+58.4% | $11,429-26.2% |