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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 | $531,165 | $160,070+231.8% | $147,117+261.0% | $145,897+264.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.57% | 98.69%-77.1pp | 420.54%-399.0pp | 552.29%-530.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,875 | $8,419-18.3% | $8,065-14.8% | $6,689+2.8% |
| Admin fee / account holder | $1,431 | $15,035-90.5% | $12,993-89.0% | $13,390-89.3% |