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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 | $117,895+152.4% | $102,460+190.5% | $145,897+104.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.27% | 31.92%-23.7pp | 29.47%-21.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,739 | $5,736-34.8% | $5,056-26.0% | $6,689-44.1% |
| Admin fee / account holder | $99,632 | $13,353+646.2% | $9,460+953.2% | $13,390+644.1% |