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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 | $646,577 | $201,344+221.1% | $184,243+250.9% | $145,877+343.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.52% | 29.01%-15.5pp | 28.82%-15.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $273 | $7,022-96.1% | $6,427-95.7% | $4,663-94.1% |
| Participant deferral / active EE | $28,000 | $9,807+185.5% | $9,132+206.6% | $6,691+318.5% |
| Admin fee / account holder | $5,307 | $16,382-67.6% | $13,914-61.9% | $13,402-60.4% |