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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 | $372,051 | $185,856+100.2% | $170,028+118.8% | $139,456+166.8% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | -1.11% | 60.52%-61.6pp | 53.39%-54.5pp | 373.45%-374.6pp |
| Employer contribution / active EE | $1,359 | $7,593-82.1% | $6,788-80.0% | $4,753-71.4% |
| Participant deferral / active EE | $5,435 | $11,623-53.2% | $10,409-47.8% | $6,711-19.0% |
| Admin fee / account holder | $73,312 | $15,387+376.4% | $12,820+471.8% | $11,407+542.7% |