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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 | $1,979,110 | $177,156+1017.2% | $147,027+1246.1% | $154,746+1178.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | -1.03% | 21.94%-23.0pp | 20.23%-21.3pp | 172.34%-173.4pp |
| Employer contribution / active EE | $625 | $4,336-85.6% | $3,626-82.8% | $4,379-85.7% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,250 | $14,904-58.1% | $12,223-48.9% | $14,365-56.5% |