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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 | $333,495 | $135,956+145.3% | $123,894+169.2% | $273,972+21.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.78% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.7pp |
| Employer contribution / active EE | $139 | $5,170-97.3% | $4,617-97.0% | $4,869-97.2% |
| Participant deferral / active EE | $10,826 | $6,343+70.7% | $5,984+80.9% | $5,287+104.8% |
| Admin fee / account holder | $926 | $9,817-90.6% | $8,357-88.9% | $10,133-90.9% |