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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 | $423,568 | $162,136+161.2% | $152,301+178.1% | $154,746+173.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.34% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $30,500 | $8,341+265.7% | $8,004+281.1% | $6,730+353.2% |
| Admin fee / account holder | $1,485 | $15,759-90.6% | $14,398-89.7% | $14,365-89.7% |