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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 | $467,006 | $167,533+178.8% | $151,645+208.0% | $134,545+247.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -23.14% | 7.81%-31.0pp | 3.34%-26.5pp | 418.37%-441.5pp |
| Employer contribution / active EE | $16 | $6,828-99.8% | $6,165-99.7% | $4,742-99.7% |
| Participant deferral / active EE | $10,198 | $8,985+13.5% | $8,363+21.9% | $6,401+59.3% |
| Admin fee / account holder | $105,019 | $13,781+662.1% | $11,614+804.3% | $11,431+818.7% |