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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 | $570,536 | $173,397+229.0% | $135,987+319.6% | $145,877+291.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 10.42% | 1166.18%-1155.8pp | 580.01%-569.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,875 | $8,710+116.7% | $7,027+168.6% | $6,691+182.1% |
| Admin fee / account holder | $9,451 | $9,663-2.2% | $6,716+40.7% | $13,402-29.5% |