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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 | $403,537 | $196,972+104.9% | $182,262+121.4% | $198,609+103.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.56% | 158.27%-143.7pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $437 | $5,364-91.9% | $5,046-91.3% | $5,055-91.4% |
| Participant deferral / active EE | $4,000 | $8,643-53.7% | $8,276-51.7% | $6,977-42.7% |
| Admin fee / account holder | $3,541 | $18,429-80.8% | $16,712-78.8% | $19,030-81.4% |