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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 | $296,607 | $148,629+99.6% | $135,982+118.1% | $139,487+112.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 11.98% | 79.33%-67.4pp | 68.32%-56.3pp | 373.84%-361.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,918 | $8,102-14.6% | $7,760-10.8% | $6,713+3.1% |
| Admin fee / account holder | $9,923 | $12,406-20.0% | $10,767-7.8% | $11,407-13.0% |