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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 | $487,316 | $100,811+383.4% | $86,698+462.1% | $134,545+262.2% |
| Participation rate | 70.0% | 79.0%-9.0pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | 3.88% | 29.11%-25.2pp | 35.96%-32.1pp | 418.37%-414.5pp |
| Employer contribution / active EE | $27 | $3,490-99.2% | $2,837-99.0% | $4,742-99.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,704 | $10,926+43.7% | $7,492+109.6% | $11,431+37.4% |