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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 | $267,356 | $110,307+142.4% | $96,576+176.8% | $139,456+91.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 3.40% | 26.40%-23.0pp | 25.87%-22.5pp | 373.45%-370.1pp |
| Employer contribution / active EE | $97 | $3,619-97.3% | $2,965-96.7% | $4,753-98.0% |
| Participant deferral / active EE | $14,538 | $5,547+162.1% | $4,851+199.7% | $6,711+116.6% |
| Admin fee / account holder | $8,161 | $11,597-29.6% | $8,253-1.1% | $11,407-28.5% |