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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 | $2,150,883 | $211,239+918.2% | $178,528+1104.8% | $145,877+1374.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.34% | 30.22%-12.9pp | 27.11%-9.8pp | 551.28%-533.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $27,000 | $6,963+287.8% | $6,278+330.1% | $6,691+303.6% |
| Admin fee / account holder | $10,000 | $12,095-17.3% | $10,419-4.0% | $13,402-25.4% |