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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 | $401,036 | $183,627+118.4% | $155,602+157.7% | $145,978+174.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.85% | 61.32%-54.5pp | 64.81%-58.0pp | 550.52%-543.7pp |
| Employer contribution / active EE | $754 | $5,316-85.8% | $4,675-83.9% | $4,662-83.8% |
| Participant deferral / active EE | $8,321 | $6,466+28.7% | $5,629+47.8% | $6,690+24.4% |
| Admin fee / account holder | $18,457 | $19,327-4.5% | $15,923+15.9% | $13,400+37.7% |