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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 | $333,644 | $123,793+169.5% | $177,840+87.6% | $79,852+317.8% |
| Participation rate | 86.4% | 84.7%+1.7pp | 87.7%-1.4pp | 69.6%+16.7pp |
| Annual return | 16.48% | 22.82%-6.3pp | 48.32%-31.8pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,382 | $5,956+124.7% | $7,714+73.5% | $3,740+257.8% |
| Admin fee / account holder | $873 | $7,243-88.0% | $12,431-93.0% | $5,306-83.6% |