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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 | $515,959 | $138,114+273.6% | $125,391+311.5% | $134,545+283.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -14.49% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,909 | $7,801+1.4% | $7,448+6.2% | $6,401+23.6% |
| Admin fee / account holder | $27,702 | $11,570+139.4% | $10,009+176.8% | $11,431+142.3% |