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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 | $313,435 | $93,345+235.8% | $119,126+163.1% | $87,485+258.3% |
| Participation rate | 92.1% | 68.7%+23.4pp | 75.8%+16.3pp | 68.9%+23.2pp |
| Annual return | 10.90% | 19.08%-8.2pp | 282.11%-271.2pp | 26.06%-15.2pp |
| Employer contribution / active EE | -$29 | $3,172-100.9% | $4,034-100.7% | $2,596-101.1% |
| Participant deferral / active EE | $12,233 | $4,099+198.5% | $5,318+130.0% | $4,274+186.3% |
| Admin fee / account holder | $39,071 | $8,039+386.0% | $10,693+265.4% | $7,775+402.5% |