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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 | $384,964 | $109,967+250.1% | $97,197+296.1% | $145,877+163.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.56% | 244.27%-240.7pp | 75.47%-71.9pp | 551.28%-547.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,975 | $4,676+91.9% | $4,263+110.5% | $6,691+34.1% |
| Admin fee / account holder | $40,110 | $6,199+547.0% | $5,637+611.5% | $13,402+199.3% |