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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 | $280,932 | $199,109+41.1% | $173,730+61.7% | $154,746+81.5% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.6%-9.6pp | 80.7%-10.7pp |
| Annual return | 48.79% | 20.02%+28.8pp | 19.96%+28.8pp | 172.34%-123.5pp |
| Employer contribution / active EE | $1,079 | $5,311-79.7% | $4,577-76.4% | $4,379-75.4% |
| Participant deferral / active EE | $2,358 | $7,113-66.8% | $6,326-62.7% | $6,730-65.0% |
| Admin fee / account holder | $169,111 | $20,916+708.5% | $17,523+865.1% | $14,365+1077.2% |