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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 | $455,730 | $167,353+172.3% | $143,797+216.9% | $134,545+238.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -22.47% | 0.48%-22.9pp | -0.04%-22.4pp | 418.37%-440.8pp |
| Employer contribution / active EE | $81 | $5,620-98.6% | $4,952-98.4% | $4,742-98.3% |
| Participant deferral / active EE | $13,536 | $6,447+109.9% | $5,638+140.1% | $6,401+111.5% |
| Admin fee / account holder | $6,477 | $18,096-64.2% | $14,679-55.9% | $11,431-43.3% |