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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 | $316,169 | $110,337+186.5% | $102,383+208.8% | $145,877+116.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.66% | 24.83%-8.2pp | 24.94%-8.3pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,935 | $5,621+59.0% | $5,060+76.6% | $6,691+33.5% |
| Admin fee / account holder | $50,000 | $9,750+412.8% | $8,391+495.9% | $13,402+273.1% |