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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 | $480,798 | $172,111+179.4% | $150,298+219.9% | $137,256+250.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.17% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $583 | $4,636-87.4% | $4,154-86.0% | $4,156-86.0% |
| Participant deferral / active EE | $1,762 | $6,166-71.4% | $5,453-67.7% | $6,407-72.5% |
| Admin fee / account holder | $1,538 | $16,471-90.7% | $14,116-89.1% | $12,270-87.5% |