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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 | $410,758 | $165,399+148.3% | $149,745+174.3% | $158,982+158.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 32.22% | 348.34%-316.1pp | 276.72%-244.5pp | 302.99%-270.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,237 | $7,183+28.6% | $6,843+35.0% | $5,983+54.4% |
| Admin fee / account holder | $2,559 | $10,811-76.3% | $9,312-72.5% | $11,252-77.3% |