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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 | $463,780 | $196,972+135.5% | $182,262+154.5% | $198,609+133.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.18% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $907 | $5,364-83.1% | $5,046-82.0% | $5,055-82.1% |
| Participant deferral / active EE | $14,210 | $8,643+64.4% | $8,276+71.7% | $6,977+103.7% |
| Admin fee / account holder | $1,624 | $18,429-91.2% | $16,712-90.3% | $19,030-91.5% |