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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 | $875,026 | $167,353+422.9% | $143,797+508.5% | $134,545+550.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.54% | 0.48%-24.0pp | -0.04%-23.5pp | 418.37%-441.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $67,940 | $6,447+953.8% | $5,638+1105.0% | $6,401+961.3% |
| Admin fee / account holder | $6,157 | $18,096-66.0% | $14,679-58.1% | $11,431-46.1% |