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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 | $327,855 | $134,001+144.7% | $112,258+192.1% | $134,509+143.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -29.49% | 47.15%-76.6pp | 27.47%-57.0pp | 418.13%-447.6pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,328 | $5,291-37.1% | $4,728-29.6% | $6,400-48.0% |
| Admin fee / account holder | $3,529 | $7,491-52.9% | $6,411-45.0% | $11,427-69.1% |