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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 | $346,733 | $209,874+65.2% | $189,537+82.9% | $167,536+107.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.10% | 748.61%-739.5pp | 555.34%-546.2pp | 478.82%-469.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,733 | $8,934-2.2% | $8,220+6.2% | $6,342+37.7% |
| Admin fee / account holder | $30,745 | $14,299+115.0% | $12,048+155.2% | $12,315+149.7% |