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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 | $281,836 | $70,418+300.2% | $96,570+191.8% | $85,847+228.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | -2.82% | 18.59%-21.4pp | 37.79%-40.6pp | 318.61%-321.4pp |
| Employer contribution / active EE | $137 | $1,413-90.3% | $2,357-94.2% | $2,565-94.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,061 | $4,995+81.4% | $6,182+46.6% | $6,261+44.7% |