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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 | $397,784 | $129,737+206.6% | $119,126+233.9% | $154,746+157.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.93% | 379.08%-369.1pp | 282.11%-272.2pp | 172.34%-162.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,575 | $5,842+183.7% | $5,318+211.7% | $6,730+146.3% |
| Admin fee / account holder | $2,045 | $11,961-82.9% | $10,693-80.9% | $14,365-85.8% |