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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 | $391,276 | $103,008+279.9% | $90,304+333.3% | $152,897+155.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -4.22% | 95.22%-99.4pp | 78.13%-82.4pp | 345.43%-349.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,000 | $4,281+180.3% | $3,885+208.9% | $5,851+105.1% |
| Admin fee / account holder | $925 | $6,175-85.0% | $5,354-82.7% | $11,599-92.0% |