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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 | $290,118 | $111,535+160.1% | $105,223+175.7% | $137,256+111.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.42% | 237.85%-231.4pp | 180.65%-174.2pp | 220.34%-213.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,413 | $5,500+16.6% | $5,072+26.4% | $6,407+0.1% |
| Admin fee / account holder | $5,234 | $9,721-46.2% | $8,859-40.9% | $12,270-57.3% |