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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 | $878,977 | $209,422+319.7% | $178,503+392.4% | $158,982+452.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.15% | 188.81%-188.7pp | 151.12%-151.0pp | 302.99%-302.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $20,000 | $5,955+235.9% | $5,202+284.4% | $5,983+234.3% |
| Admin fee / account holder | $44,103 | $17,079+158.2% | $13,987+215.3% | $11,252+292.0% |