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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 | $117,846+156.4% | $102,434+195.0% | $145,884+107.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -4.15% | 31.90%-36.0pp | 29.46%-33.6pp | 551.85%-556.0pp |
| Employer contribution / active EE | $249 | $3,615-93.1% | $3,023-91.8% | $4,662-94.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $40,856 | $13,356+205.9% | $9,462+331.8% | $13,392+205.1% |