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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 | $714,726 | $108,942+556.1% | $100,415+611.8% | $145,897+389.9% |
| Participation rate | 84.6% | 83.0%+1.6pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 17.67% | 58.27%-40.6pp | 49.47%-31.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,843 | $8,461+87.3% | $8,091+95.8% | $6,689+136.8% |
| Admin fee / account holder | $5,907 | $9,702-39.1% | $7,906-25.3% | $13,390-55.9% |