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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 | $281,911 | $129,737+117.3% | $119,126+136.6% | $154,746+82.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 6.95% | 379.08%-372.1pp | 282.11%-275.2pp | 172.34%-165.4pp |
| Employer contribution / active EE | $813 | $4,375-81.4% | $4,034-79.8% | $4,379-81.4% |
| Participant deferral / active EE | $3,139 | $5,842-46.3% | $5,318-41.0% | $6,730-53.4% |
| Admin fee / account holder | $4,885 | $11,961-59.2% | $10,693-54.3% | $14,365-66.0% |