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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 | $1,119,080 | $183,592+509.5% | $155,567+619.4% | $145,959+666.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.60% | 61.24%-29.6pp | 64.74%-33.1pp | 561.95%-530.4pp |
| Employer contribution / active EE | $385 | $5,315-92.8% | $4,674-91.8% | $4,661-91.7% |
| Participant deferral / active EE | $15,000 | $6,464+132.0% | $5,628+166.5% | $6,689+124.3% |
| Admin fee / account holder | $15,534 | $19,318-19.6% | $15,916-2.4% | $13,398+15.9% |