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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 | $260,394 | $176,120+47.8% | $159,487+63.3% | $167,553+55.4% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 14.34% | 331.95%-317.6pp | 263.71%-249.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $880 | $5,299-83.4% | $4,831-81.8% | $4,840-81.8% |
| Participant deferral / active EE | $3,706 | $7,752-52.2% | $7,354-49.6% | $6,343-41.6% |
| Admin fee / account holder | $94,546 | $12,561+652.7% | $10,804+775.1% | $12,316+667.6% |