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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 | $649,250 | $64,716+903.2% | $112,258+478.4% | $68,495+847.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.93% | -11.40%-9.5pp | 27.47%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,435 | $3,565+220.7% | $4,728+141.8% | $4,028+183.9% |
| Admin fee / account holder | $24,222 | $5,232+363.0% | $6,411+277.8% | $5,403+348.3% |