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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 | $439,311 | $167,353+162.5% | $143,797+205.5% | $134,545+226.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.47% | 0.48%-16.0pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,117 | $6,447+56.9% | $5,638+79.4% | $6,401+58.1% |
| Admin fee / account holder | $3,570 | $18,096-80.3% | $14,679-75.7% | $11,431-68.8% |