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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 | $690,173 | $166,242+315.2% | $165,071+318.1% | $145,884+373.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.08% | 100.44%-98.4pp | 70.17%-68.1pp | 551.85%-549.8pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $27,667 | $6,964+297.3% | $6,035+358.4% | $6,690+313.6% |
| Admin fee / account holder | $66,667 | $16,658+300.2% | $12,695+425.1% | $13,392+397.8% |