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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 | $270,519 | $142,392+90.0% | $119,622+126.1% | $134,532+101.1% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.3%+9.0pp | 81.2%+7.0pp |
| Annual return | -16.44% | -12.46%-4.0pp | -14.98%-1.5pp | 418.27%-434.7pp |
| Employer contribution / active EE | $639 | $5,224-87.8% | $4,232-84.9% | $4,741-86.5% |
| Participant deferral / active EE | $3,664 | $6,467-43.3% | $5,601-34.6% | $6,401-42.8% |
| Admin fee / account holder | $10,223 | $13,593-24.8% | $10,328-1.0% | $11,429-10.5% |