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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 | $1,400,943 | $102,422+1267.8% | $147,117+852.3% | $80,959+1630.4% |
| Participation rate | 86.3% | 75.9%+10.4pp | 82.2%+4.1pp | 67.7%+18.6pp |
| Annual return | 17.34% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.3pp |
| Employer contribution / active EE | $203 | $3,717-94.5% | $4,932-95.9% | $2,757-92.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $61,643 | $7,953+675.0% | $12,993+374.4% | $6,925+790.1% |