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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 | $251,108 | $97,550+157.4% | $120,344+108.7% | $87,485+187.0% |
| Participation rate | 71.0% | 72.8%-1.9pp | 76.7%-5.7pp | 68.9%+2.0pp |
| Annual return | 12.17% | 18.41%-6.2pp | 20.30%-8.1pp | 26.06%-13.9pp |
| Employer contribution / active EE | $517 | $2,291-77.4% | $3,020-82.9% | $2,596-80.1% |
| Participant deferral / active EE | $5,154 | $4,230+21.9% | $5,135+0.4% | $4,274+20.6% |
| Admin fee / account holder | $47,290 | $9,543+395.6% | $12,742+271.1% | $7,775+508.3% |