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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 | $356,240 | $124,425+186.3% | $112,040+218.0% | $137,256+159.5% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 16.12% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $578 | $3,411-83.0% | $2,954-80.4% | $4,156-86.1% |
| Participant deferral / active EE | $2,566 | $5,718-55.1% | $5,098-49.7% | $6,407-59.9% |
| Admin fee / account holder | $2,616 | $15,207-82.8% | $12,098-78.4% | $12,270-78.7% |