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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 | $963,344 | $181,062+432.1% | $158,223+508.9% | $155,188+520.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 53.67% | 57.39%-3.7pp | 52.09%+1.6pp | 148.84%-95.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,923 | $6,134+94.4% | $5,467+118.1% | $6,531+82.6% |
| Admin fee / account holder | $24,256 | $18,825+28.8% | $16,047+51.2% | $14,480+67.5% |