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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 | $407,036 | $201,372+102.1% | $184,260+120.9% | $145,884+179.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.75% | 29.04%-14.3pp | 28.84%-14.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,374 | $9,808+26.2% | $9,133+35.5% | $6,690+85.0% |
| Admin fee / account holder | $1,535 | $16,362-90.6% | $13,898-89.0% | $13,392-88.5% |