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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 | $420,700 | $160,070+162.8% | $147,117+186.0% | $145,897+188.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.18% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $635 | $5,285-88.0% | $4,932-87.1% | $4,663-86.4% |
| Participant deferral / active EE | $14,214 | $8,419+68.8% | $8,065+76.3% | $6,689+112.5% |
| Admin fee / account holder | $118,049 | $15,035+685.1% | $12,993+808.6% | $13,390+781.6% |