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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 | $302,153 | $117,895+156.3% | $102,460+194.9% | $145,897+107.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -4.15% | 31.92%-36.1pp | 29.47%-33.6pp | 552.29%-556.4pp |
| Employer contribution / active EE | $249 | $3,619-93.1% | $3,025-91.8% | $4,663-94.7% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $40,856 | $13,353+206.0% | $9,460+331.9% | $13,390+205.1% |