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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 | $466,644 | $106,864+336.7% | $147,318+216.8% | $82,637+464.7% |
| Participation rate | 89.3% | 75.5%+13.8pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 18.63% | 27.49%-8.9pp | 70.43%-51.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,022 | $6,496+23.5% | $7,906+1.5% | $4,126+94.4% |
| Admin fee / account holder | $33,356 | $8,415+296.4% | $13,708+143.3% | $7,339+354.5% |