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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 | $338,438 | $138,114+145.0% | $125,391+169.9% | $134,545+151.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -24.96% | 750.88%-775.8pp | 572.41%-597.4pp | 418.37%-443.3pp |
| Employer contribution / active EE | $555 | $5,246-89.4% | $4,816-88.5% | $4,742-88.3% |
| Participant deferral / active EE | $5,821 | $7,801-25.4% | $7,448-21.8% | $6,401-9.1% |
| Admin fee / account holder | $10,724 | $11,570-7.3% | $10,009+7.1% | $11,431-6.2% |