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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 | $253,133 | $106,749+137.1% | $145,433+74.1% | $82,448+207.0% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 13.36% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,962 | $6,519+37.5% | $7,897+13.5% | $4,139+116.5% |
| Admin fee / account holder | $22,031 | $8,390+162.6% | $13,129+67.8% | $7,234+204.5% |