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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 | $886,315 | $146,267+506.0% | $197,124+349.6% | $82,448+975.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 86.7%-16.7pp | 68.1%+1.9pp |
| Annual return | -5.47% | 29.61%-35.1pp | 44.34%-49.8pp | 41.64%-47.1pp |
| Employer contribution / active EE | $21 | $4,723-99.5% | $6,227-99.7% | $2,551-99.2% |
| Participant deferral / active EE | $10,144 | $7,035+44.2% | $9,135+11.1% | $4,139+145.1% |
| Admin fee / account holder | $13,693 | $14,422-5.1% | $16,298-16.0% | $7,234+89.3% |