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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 | $297,608 | $117,859+152.5% | $102,438+190.5% | $145,959+103.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.27% | 31.72%-23.5pp | 29.37%-21.1pp | 561.95%-553.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,739 | $5,732-34.8% | $5,054-26.0% | $6,689-44.1% |
| Admin fee / account holder | $99,632 | $13,318+648.1% | $9,448+954.6% | $13,398+643.6% |