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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,069,455 | $159,934+568.7% | $147,005+627.5% | $145,959+632.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $544 | $5,287-89.7% | $4,934-89.0% | $4,661-88.3% |
| Participant deferral / active EE | $1,300 | $8,427-84.6% | $8,070-83.9% | $6,689-80.6% |
| Admin fee / account holder | $44,310 | $15,053+194.4% | $13,006+240.7% | $13,398+230.7% |