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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 | $553,636 | $217,427+154.6% | $185,837+197.9% | $167,518+230.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.00% | 148.39%-135.4pp | 122.08%-109.1pp | 478.71%-465.7pp |
| Employer contribution / active EE | $133 | $5,874-97.7% | $5,168-97.4% | $4,838-97.3% |
| Participant deferral / active EE | $3,263 | $6,357-48.7% | $5,568-41.4% | $6,342-48.5% |
| Admin fee / account holder | $72,807 | $19,816+267.4% | $16,241+348.3% | $12,312+491.3% |