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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 | $440,272 | $162,136+171.5% | $152,301+189.1% | $154,746+184.5% |
| Participation rate | 72.2% | 84.1%-11.9pp | 82.4%-10.2pp | 80.7%-8.5pp |
| Annual return | 21.93% | 91.02%-69.1pp | 80.50%-58.6pp | 172.34%-150.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $21,328 | $8,341+155.7% | $8,004+166.5% | $6,730+216.9% |
| Admin fee / account holder | $14,670 | $15,759-6.9% | $14,398+1.9% | $14,365+2.1% |