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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 | $262,154 | $201,370+30.2% | $184,256+42.3% | $145,897+79.7% |
| Participation rate | 70.6% | 87.5%-16.9pp | 86.8%-16.2pp | 80.3%-9.7pp |
| Annual return | 12.18% | 29.05%-16.9pp | 28.85%-16.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $531 | $7,024-92.4% | $6,427-91.7% | $4,663-88.6% |
| Participant deferral / active EE | $11,114 | $9,808+13.3% | $9,133+21.7% | $6,689+66.2% |
| Admin fee / account holder | $43,873 | $16,364+168.1% | $13,899+215.6% | $13,390+227.6% |