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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 | $450,929 | $71,873+527.4% | $86,698+420.1% | $68,490+558.4% |
| Participation rate | 97.7% | 72.2%+25.4pp | 76.6%+21.1pp | 67.9%+29.8pp |
| Annual return | 17.73% | 3.54%+14.2pp | 35.96%-18.2pp | -7.85%+25.6pp |
| Employer contribution / active EE | $239 | $2,173-89.0% | $2,837-91.6% | $2,597-90.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,291 | $6,110+133.9% | $7,492+90.8% | $5,403+164.5% |