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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 | $725,322 | $157,304+361.1% | $141,197+413.7% | $152,909+374.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.19% | 64.34%-62.2pp | 71.41%-69.2pp | 345.46%-343.3pp |
| Employer contribution / active EE | $65 | $5,263-98.8% | $4,736-98.6% | $4,764-98.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $29,591 | $12,126+144.0% | $10,265+188.3% | $11,601+155.1% |