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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 | $309,545 | $102,422+202.2% | $147,117+110.4% | $80,959+282.3% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 50.00% | 135.16%-85.2pp | 420.54%-370.5pp | 35.67%+14.3pp |
| Employer contribution / active EE | $5 | $3,717-99.9% | $4,932-99.9% | $2,757-99.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,335 | $7,953-45.5% | $12,993-66.6% | $6,925-37.4% |