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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 | $459,000 | $167,362+174.3% | $143,799+219.2% | $134,532+241.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -20.60% | 0.47%-21.1pp | -0.04%-20.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,217 | $6,447+43.0% | $5,638+63.5% | $6,401+44.0% |
| Admin fee / account holder | $25,234 | $18,094+39.5% | $14,677+71.9% | $11,429+120.8% |