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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 | $313,589 | $157,296+99.4% | $141,191+122.1% | $152,897+105.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 22.53% | 64.34%-41.8pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $243 | $5,262-95.4% | $4,736-94.9% | $4,764-94.9% |
| Participant deferral / active EE | $17,959 | $7,111+152.6% | $6,710+167.6% | $5,851+206.9% |
| Admin fee / account holder | $44,819 | $12,125+269.6% | $10,264+336.7% | $11,599+286.4% |