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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 | $1,243,928 | $138,102+800.7% | $125,381+892.1% | $134,532+824.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.07% | 750.73%-777.8pp | 572.31%-599.4pp | 418.27%-445.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,750 | $7,801+25.0% | $7,448+30.9% | $6,401+52.3% |
| Admin fee / account holder | $1,215 | $11,568-89.5% | $10,007-87.9% | $11,429-89.4% |