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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 | $264,801 | $61,789+328.6% | $97,167+172.5% | $80,874+227.4% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.7%+13.0pp | 67.6%+18.1pp |
| Annual return | 10.25% | -557.90%+568.2pp | 75.27%-65.0pp | 35.62%-25.4pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,284 | $3,028+206.6% | $4,264+117.8% | $4,297+116.1% |
| Admin fee / account holder | $55,322 | $5,168+970.4% | $5,650+879.1% | $6,935+697.7% |