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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 | $785,634 | $100,970+678.1% | $96,576+713.5% | $137,256+472.4% |
| Participation rate | 78.6% | 82.6%-4.0pp | 81.4%-2.9pp | 80.0%-1.4pp |
| Annual return | 15.22% | 38.16%-22.9pp | 38.47%-23.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,056 | $8,286+57.6% | $7,956+64.1% | $6,407+103.8% |
| Admin fee / account holder | $57,323 | $11,312+406.8% | $11,381+403.7% | $12,270+367.2% |