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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 | $711,842 | $165,399+330.4% | $149,745+375.4% | $158,982+347.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.27% | 348.34%-346.1pp | 276.72%-274.5pp | 302.99%-300.7pp |
| Employer contribution / active EE | $133 | $5,105-97.4% | $4,646-97.1% | $4,763-97.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30,500 | $10,811+182.1% | $9,312+227.5% | $11,252+171.1% |