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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 | $1,036,694 | $166,131+524.0% | $164,975+528.4% | $145,877+610.7% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | -4.11% | 100.37%-104.5pp | 70.12%-74.2pp | 551.28%-555.4pp |
| Employer contribution / active EE | $1,099 | $5,276-79.2% | $4,343-74.7% | $4,663-76.4% |
| Participant deferral / active EE | $2,828 | $6,962-59.4% | $6,033-53.1% | $6,691-57.7% |
| Admin fee / account holder | $63,523 | $16,648+281.6% | $12,688+400.6% | $13,402+374.0% |