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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 | $716,823 | $165,399+333.4% | $149,745+378.7% | $158,982+350.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.48% | 348.34%-324.9pp | 276.72%-253.2pp | 302.99%-279.5pp |
| Employer contribution / active EE | $600 | $5,105-88.2% | $4,646-87.1% | $4,763-87.4% |
| Participant deferral / active EE | $13,600 | $7,183+89.3% | $6,843+98.7% | $5,983+127.3% |
| Admin fee / account holder | $2,338 | $10,811-78.4% | $9,312-74.9% | $11,252-79.2% |