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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 | $212,777+830.1% | $173,703+1039.4% | $198,609+896.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | -1.03% | 18.82%-19.9pp | 17.46%-18.5pp | 202.70%-203.7pp |
| Employer contribution / active EE | $625 | $5,214-88.0% | $4,288-85.4% | $5,055-87.6% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,250 | $19,536-68.0% | $15,562-59.8% | $19,030-67.2% |