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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 | $257,544 | $156,398+64.7% | $147,318+74.8% | $138,895+85.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.18% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $102 | $4,853-97.9% | $4,593-97.8% | $4,194-97.6% |
| Participant deferral / active EE | $15,008 | $8,237+82.2% | $7,906+89.8% | $6,396+134.6% |
| Admin fee / account holder | $41,436 | $14,976+176.7% | $13,708+202.3% | $12,562+229.8% |