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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 | $267,283 | $185,199+44.3% | $142,874+87.1% | $167,518+59.6% |
| Participation rate | 71.4% | 78.5%-7.0pp | 72.0%-0.5pp | 82.1%-10.7pp |
| Annual return | 4.61% | 8556.90%-8552.3pp | 5638.58%-5634.0pp | 478.71%-474.1pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,846 | $4,495+74.5% | $3,838+104.4% | $6,342+23.7% |
| Admin fee / account holder | $34,836 | $8,031+333.8% | $6,561+430.9% | $12,312+182.9% |