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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 | $259,375 | $106,749+143.0% | $145,433+78.3% | $82,448+214.6% |
| Participation rate | 83.9% | 75.6%+8.2pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 14.33% | 27.59%-13.3pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $146 | $3,444-95.8% | $4,554-96.8% | $2,551-94.3% |
| Participant deferral / active EE | $11,003 | $6,519+68.8% | $7,897+39.3% | $4,139+165.8% |
| Admin fee / account holder | $4,523 | $8,390-46.1% | $13,129-65.6% | $7,234-37.5% |