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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 | $537,381 | $160,070+235.7% | $147,117+265.3% | $145,897+268.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.49% | 98.69%-99.2pp | 420.54%-421.0pp | 552.29%-552.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $24,500 | $8,419+191.0% | $8,065+203.8% | $6,689+266.3% |
| Admin fee / account holder | $19,030 | $15,035+26.6% | $12,993+46.5% | $13,390+42.1% |