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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 | $279,594 | $209,425+33.5% | $178,499+56.6% | $158,966+75.9% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 14.57% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.4pp |
| Employer contribution / active EE | $780 | $5,707-86.3% | $5,011-84.4% | $4,762-83.6% |
| Participant deferral / active EE | $3,899 | $5,955-34.5% | $5,202-25.0% | $5,983-34.8% |
| Admin fee / account holder | $1,569 | $17,078-90.8% | $13,986-88.8% | $11,250-86.1% |