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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 | $531,762 | $155,555+241.8% | $146,866+262.1% | $155,188+242.7% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.5%-11.9pp | 80.8%-10.2pp |
| Annual return | 8.72% | 115.41%-106.7pp | 102.85%-94.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,397 | $8,044-45.3% | $7,759-43.3% | $6,531-32.7% |
| Admin fee / account holder | $86,651 | $14,755+487.2% | $13,620+536.2% | $14,480+498.4% |