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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 | $435,691 | $138,114+215.5% | $125,391+247.5% | $134,545+223.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.10% | 750.88%-773.0pp | 572.41%-594.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $547 | $5,246-89.6% | $4,816-88.6% | $4,742-88.5% |
| Participant deferral / active EE | $17,052 | $7,801+118.6% | $7,448+128.9% | $6,401+166.4% |
| Admin fee / account holder | $376 | $11,570-96.7% | $10,009-96.2% | $11,431-96.7% |