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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 | $324,832 | $93,346+248.0% | $71,796+352.4% | $273,972+18.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.18% | 130.39%-124.2pp | 78.04%-71.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,000 | $3,475+130.2% | $2,794+186.3% | $5,287+51.3% |
| Admin fee / account holder | $99,116 | $6,571+1408.5% | $4,815+1958.5% | $10,133+878.2% |