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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 | $358,498 | $154,228+132.4% | $145,433+146.5% | $137,256+161.2% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 12.63% | 74.59%-62.0pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,172 | $8,216+60.3% | $7,897+66.8% | $6,407+105.6% |
| Admin fee / account holder | $3,374 | $14,344-76.5% | $13,129-74.3% | $12,270-72.5% |