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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 | $360,500 | $87,834+310.4% | $133,975+169.1% | $62,881+473.3% |
| Participation rate | 92.9% | 83.4%+9.5pp | 87.1%+5.8pp | 69.3%+23.6pp |
| Annual return | 4.55% | 12.05%-7.5pp | 29.29%-24.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $11,614 | $4,812+141.4% | $6,282+84.9% | $3,203+262.6% |
| Admin fee / account holder | $54,184 | $5,372+908.5% | $9,324+481.1% | $4,296+1161.3% |