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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 | $387,159 | $180,749+114.2% | $160,784+140.8% | $137,256+182.1% |
| Participation rate | 82.4% | 80.0%+2.4pp | 77.0%+5.4pp | 80.0%+2.4pp |
| Annual return | 16.28% | 2234.46%-2218.2pp | 1803.92%-1787.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,317 | $6,844+50.7% | $6,293+63.9% | $6,407+61.0% |
| Admin fee / account holder | $69,087 | $10,397+564.5% | $9,717+611.0% | $12,270+463.0% |