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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,428 | $160,028+76.5% | $147,080+92.0% | $145,884+93.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.30% | 98.60%-91.3pp | 420.17%-412.9pp | 551.85%-544.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,948 | $8,422-65.0% | $8,066-63.5% | $6,690-55.9% |
| Admin fee / account holder | $24,840 | $15,030+65.3% | $12,989+91.2% | $13,392+85.5% |