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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 | $279,959 | $160,070+74.9% | $147,117+90.3% | $145,897+91.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.45% | 98.69%-90.2pp | 420.54%-412.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,457 | $8,419+131.1% | $8,065+141.3% | $6,689+190.9% |
| Admin fee / account holder | $4,070 | $15,035-72.9% | $12,993-68.7% | $13,390-69.6% |