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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 | $693,962 | $85,790+708.9% | $67,313+931.0% | $135,379+412.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -14.42% | -0.54%-13.9pp | -4.08%-10.3pp | 519.79%-534.2pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $21,500 | $4,651+362.3% | $3,568+502.5% | $5,609+283.3% |
| Admin fee / account holder | $11,757 | $6,392+83.9% | $4,507+160.9% | $10,828+8.6% |