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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 | $596,244 | $181,896+227.8% | $156,551+280.9% | $273,972+117.6% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 3.37% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,279 | $6,248-79.5% | $5,501-76.7% | $4,869-73.7% |
| Participant deferral / active EE | $4,007 | $5,550-27.8% | $4,871-17.7% | $5,287-24.2% |
| Admin fee / account holder | $31,600 | $15,560+103.1% | $13,028+142.6% | $10,133+211.9% |