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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 | $315,587 | $99,644+216.7% | $86,438+265.1% | $134,532+134.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.50% | 6787.26%-6808.8pp | 4397.19%-4418.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $368 | $4,402-91.6% | $3,769-90.2% | $4,741-92.2% |
| Participant deferral / active EE | $7,282 | $7,247+0.5% | $6,952+4.7% | $6,401+13.8% |
| Admin fee / account holder | $10,672 | $8,375+27.4% | $6,733+58.5% | $11,429-6.6% |