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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 | $295,558 | $202,342+46.1% | $172,753+71.1% | $152,909+93.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.19% | 1029.88%-1014.7pp | 803.00%-787.8pp | 345.46%-330.3pp |
| Employer contribution / active EE | $1,024 | $5,857-82.5% | $5,144-80.1% | $4,764-78.5% |
| Participant deferral / active EE | $12,600 | $5,948+111.8% | $5,198+142.4% | $5,851+115.3% |
| Admin fee / account holder | $6,800 | $17,112-60.3% | $13,956-51.3% | $11,601-41.4% |