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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 | $1,488,678 | $226,105+558.4% | $182,540+715.5% | $152,897+873.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.31% | 192.58%-173.3pp | 148.58%-129.3pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $25,000 | $6,370+292.5% | $5,525+352.5% | $5,851+327.3% |
| Admin fee / account holder | $22,360 | $10,706+108.9% | $8,593+160.2% | $11,599+92.8% |