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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 | $328,135 | $88,815+269.5% | $81,882+300.7% | $145,897+124.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.61% | 1033.75%-1010.1pp | 779.47%-755.9pp | 552.29%-528.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,163 | $4,647-31.9% | $4,323-26.8% | $6,689-52.7% |
| Admin fee / account holder | $25,347 | $8,434+200.5% | $7,360+244.4% | $13,390+89.3% |