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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 | $324,767 | $150,412+115.9% | $120,574+169.4% | $145,884+122.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 65.09% | 154.50%-89.4pp | 107.42%-42.3pp | 551.85%-486.8pp |
| Employer contribution / active EE | $375 | $4,355-91.4% | $3,471-89.2% | $4,662-92.0% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,000 | $12,224-18.2% | $9,445+5.9% | $13,392-25.3% |