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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 | $2,685,715 | $197,594+1259.2% | $177,822+1410.3% | $158,931+1589.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.82% | 58.76%-46.9pp | 48.32%-36.5pp | 302.86%-291.0pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $11,333 | $8,405+34.8% | $7,714+46.9% | $5,982+89.4% |
| Admin fee / account holder | $76,667 | $15,400+397.8% | $12,428+516.9% | $11,247+581.7% |