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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 | $1,333,457 | $110,379+1108.1% | $102,412+1202.1% | $145,884+814.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.87% | 24.84%-21.0pp | 24.94%-21.1pp | 551.85%-548.0pp |
| Employer contribution / active EE | $49 | $4,216-98.8% | $3,870-98.7% | $4,662-99.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $77,621 | $9,745+696.5% | $8,388+825.4% | $13,392+479.6% |