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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 | $318,260 | $184,000+73.0% | $162,185+96.2% | $152,909+108.1% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 4.02% | 150.80%-146.8pp | 115.61%-111.6pp | 345.46%-341.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,071 | $8,033-36.9% | $7,297-30.5% | $5,851-13.3% |
| Admin fee / account holder | $12,507 | $13,124-4.7% | $10,844+15.3% | $11,601+7.8% |