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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 | $409,813 | $201,372+103.5% | $184,260+122.4% | $145,884+180.9% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 18.23% | 29.04%-10.8pp | 28.84%-10.6pp | 551.85%-533.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,094 | $9,808+2.9% | $9,133+10.5% | $6,690+50.9% |
| Admin fee / account holder | $1,045 | $16,362-93.6% | $13,898-92.5% | $13,392-92.2% |