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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 | $255,919 | $176,077+45.3% | $159,455+60.5% | $167,518+52.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.93% | 331.83%-321.9pp | 263.63%-253.7pp | 478.71%-468.8pp |
| Employer contribution / active EE | $864 | $5,298-83.7% | $4,830-82.1% | $4,838-82.1% |
| Participant deferral / active EE | $5,290 | $7,751-31.8% | $7,353-28.1% | $6,342-16.6% |
| Admin fee / account holder | $2,131 | $12,556-83.0% | $10,800-80.3% | $12,312-82.7% |