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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 | $635,306 | $88,815+615.3% | $81,882+675.9% | $145,897+335.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.36% | 1033.75%-1021.4pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $300 | $3,086-90.3% | $2,916-89.7% | $4,663-93.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,673 | $8,434-80.2% | $7,360-77.3% | $13,390-87.5% |