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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 | $342,102 | $97,289+251.6% | $92,805+268.6% | $155,188+120.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 35.23% | 29.03%+6.2pp | 31.59%+3.6pp | 148.84%-113.6pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $31,000 | $8,795+252.5% | $8,448+267.0% | $6,531+374.6% |
| Admin fee / account holder | $335 | $12,015-97.2% | $10,911-96.9% | $14,480-97.7% |