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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 | $343,012 | $201,264+70.4% | $184,185+86.2% | $145,978+135.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.92% | 29.00%-12.1pp | 28.81%-11.9pp | 550.52%-533.6pp |
| Employer contribution / active EE | $636 | $7,021-90.9% | $6,426-90.1% | $4,662-86.4% |
| Participant deferral / active EE | $5,430 | $9,806-44.6% | $9,132-40.5% | $6,690-18.8% |
| Admin fee / account holder | $2,849 | $16,376-82.6% | $13,909-79.5% | $13,400-78.7% |