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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 | $561,785 | $175,257+220.5% | $149,717+275.2% | $139,456+302.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.12% | 166.70%-155.6pp | 134.41%-123.3pp | 373.45%-362.3pp |
| Employer contribution / active EE | $300 | $5,477-94.5% | $4,820-93.8% | $4,753-93.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $27,916 | $16,156+72.8% | $13,213+111.3% | $11,407+144.7% |