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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 | $448,995 | $150,447+198.4% | $136,298+229.4% | $147,586+204.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.01% | 1049.15%-1045.1pp | 5156.27%-5152.3pp | 578.59%-574.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,921 | $6,631+94.9% | $6,247+106.8% | $5,439+137.6% |
| Admin fee / account holder | $12,846 | $10,906+17.8% | $9,244+39.0% | $10,886+18.0% |