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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 | $378,503 | $159,934+136.7% | $147,005+157.5% | $145,959+159.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.47% | 98.24%-97.8pp | 418.76%-418.3pp | 561.95%-561.5pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $16,667 | $8,427+97.8% | $8,070+106.5% | $6,689+149.2% |
| Admin fee / account holder | $17,399 | $15,053+15.6% | $13,006+33.8% | $13,398+29.9% |