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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 | $350,610 | $212,386+65.1% | $199,883+75.4% | $138,895+152.4% |
| Participation rate | 88.2% | 87.4%+0.9pp | 86.8%+1.5pp | 79.9%+8.3pp |
| Annual return | 16.22% | 47.75%-31.5pp | 43.81%-27.6pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,245 | $9,617+16.9% | $9,138+23.1% | $6,396+75.8% |
| Admin fee / account holder | $198,142 | $18,233+986.7% | $17,268+1047.5% | $12,562+1477.3% |