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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 | $533,541 | $84,551+531.0% | $61,452+768.2% | $134,532+296.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -25.79% | 585.39%-611.2pp | 338.96%-364.7pp | 418.27%-444.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,000 | $2,818+77.4% | $2,125+135.3% | $6,401-21.9% |
| Admin fee / account holder | $5,246 | $2,587+102.7% | $2,131+146.2% | $11,429-54.1% |