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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 | $490,783 | $93,346+425.8% | $71,796+583.6% | $273,972+79.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -5.68% | 130.39%-136.1pp | 78.04%-83.7pp | 41.46%-47.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,000 | $3,475+43.9% | $2,794+78.9% | $5,287-5.4% |
| Admin fee / account holder | $322 | $6,571-95.1% | $4,815-93.3% | $10,133-96.8% |