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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 | $282,138 | $190,879+47.8% | $160,009+76.3% | $134,532+109.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.04% | 552.63%-578.7pp | 408.85%-434.9pp | 418.27%-444.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,250 | $6,924+48.0% | $6,183+65.8% | $6,401+60.1% |
| Admin fee / account holder | $530 | $10,495-94.9% | $8,715-93.9% | $11,429-95.4% |