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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 | $731,025 | $183,627+298.1% | $155,602+369.8% | $145,978+400.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.40% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,012 | $5,316-81.0% | $4,675-78.4% | $4,662-78.3% |
| Participant deferral / active EE | $4,811 | $6,466-25.6% | $5,629-14.5% | $6,690-28.1% |
| Admin fee / account holder | $22,459 | $19,327+16.2% | $15,923+41.0% | $13,400+67.6% |