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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 | $1,458,068 | $160,028+811.1% | $147,080+891.3% | $145,884+899.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,850 | $8,422-30.5% | $8,066-27.5% | $6,690-12.6% |
| Admin fee / account holder | $60,576 | $15,030+303.0% | $12,989+366.4% | $13,392+352.3% |