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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 | $277,246 | $185,312+49.6% | $161,489+71.7% | $154,746+79.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.12% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $720 | $4,769-84.9% | $4,268-83.1% | $4,379-83.6% |
| Participant deferral / active EE | $31,000 | $6,350+388.2% | $5,630+450.6% | $6,730+360.6% |
| Admin fee / account holder | $3,589 | $18,654-80.8% | $16,006-77.6% | $14,365-75.0% |