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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 | $312,966 | $81,476+284.1% | $102,383+205.7% | $80,925+286.7% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.7%+19.8pp |
| Annual return | 16.81% | 25.59%-8.8pp | 24.94%-8.1pp | 35.65%-18.8pp |
| Employer contribution / active EE | $231 | $3,105-92.5% | $3,870-94.0% | $2,756-91.6% |
| Participant deferral / active EE | $7,602 | $3,871+96.4% | $5,060+50.3% | $4,299+76.9% |
| Admin fee / account holder | $33,510 | $6,717+398.8% | $8,391+299.3% | $6,940+382.8% |