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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 | $277,257 | $80,812+243.1% | $160,784+72.4% | $82,448+236.3% |
| Participation rate | 92.6% | 66.2%+26.4pp | 77.0%+15.6pp | 68.1%+24.5pp |
| Annual return | 14.06% | 100.59%-86.5pp | 1803.92%-1789.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,830 | $4,335+126.7% | $6,293+56.2% | $4,139+137.5% |
| Admin fee / account holder | $1,688 | $7,695-78.1% | $9,717-82.6% | $7,234-76.7% |