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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 | $307,250 | $78,690+290.5% | $161,489+90.3% | $87,485+251.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 8.49% | 32.74%-24.2pp | 89.72%-81.2pp | 26.06%-17.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,438 | $3,311+154.9% | $5,630+49.9% | $4,274+97.5% |
| Admin fee / account holder | $141,956 | $6,724+2011.3% | $16,006+786.9% | $7,775+1725.9% |