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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 | $954,080 | $159,978+496.4% | $147,041+548.9% | $145,978+553.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.12% | 98.36%-85.2pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,000 | $8,429+255.9% | $8,071+271.7% | $6,690+348.5% |
| Admin fee / account holder | $51,131 | $15,053+239.7% | $13,006+293.1% | $13,400+281.6% |