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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 | $363,219 | $115,814+213.6% | $101,275+258.6% | $158,982+128.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.39% | 56.16%-49.8pp | 46.48%-40.1pp | 302.99%-296.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,948 | $4,958-60.7% | $4,371-55.4% | $5,983-67.4% |
| Admin fee / account holder | $13,003 | $7,249+79.4% | $5,948+118.6% | $11,252+15.6% |