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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 | $447,138 | $138,114+223.7% | $125,391+256.6% | $134,545+232.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -17.67% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $814 | $5,246-84.5% | $4,816-83.1% | $4,742-82.8% |
| Participant deferral / active EE | $10,553 | $7,801+35.3% | $7,448+41.7% | $6,401+64.9% |
| Admin fee / account holder | $83,849 | $11,570+624.7% | $10,009+737.8% | $11,431+633.5% |