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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 | $365,425 | $138,078+164.7% | $125,363+191.5% | $134,509+171.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.23% | 750.49%-767.7pp | 572.15%-589.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,664 | $7,800+36.7% | $7,447+43.2% | $6,400+66.6% |
| Admin fee / account holder | $5,656 | $11,566-51.1% | $10,005-43.5% | $11,427-50.5% |