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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 | $362,506 | $100,938+259.1% | $90,461+300.7% | $158,982+128.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -3.57% | 1727.20%-1730.8pp | 1294.76%-1298.3pp | 302.99%-306.6pp |
| Employer contribution / active EE | $75 | $3,691-98.0% | $3,264-97.7% | $4,763-98.4% |
| Participant deferral / active EE | $20,437 | $4,350+369.9% | $3,964+415.5% | $5,983+241.6% |
| Admin fee / account holder | $4,349 | $6,510-33.2% | $5,617-22.6% | $11,252-61.3% |