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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 | $1,324,676 | $142,392+830.3% | $119,622+1007.4% | $134,532+884.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.17% | -12.46%+10.3pp | -14.98%+12.8pp | 418.27%-420.4pp |
| Employer contribution / active EE | $125 | $5,224-97.6% | $4,232-97.0% | $4,741-97.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $59,655 | $13,593+338.9% | $10,328+477.6% | $11,429+422.0% |