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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 | $320,263 | $180,749+77.2% | $160,784+99.2% | $137,256+133.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 0.44% | 2234.46%-2234.0pp | 1803.92%-1803.5pp | 220.34%-219.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,757 | $6,844+101.0% | $6,293+118.6% | $6,407+114.7% |
| Admin fee / account holder | $326 | $10,397-96.9% | $9,717-96.6% | $12,270-97.3% |