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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 | $306,646 | $183,988+66.7% | $162,177+89.1% | $152,897+100.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | -1.57% | 150.79%-152.4pp | 115.60%-117.2pp | 345.43%-347.0pp |
| Employer contribution / active EE | $450 | $6,370-92.9% | $5,613-92.0% | $4,764-90.6% |
| Participant deferral / active EE | $15,667 | $8,032+95.0% | $7,297+114.7% | $5,851+167.8% |
| Admin fee / account holder | $4,152 | $13,123-68.4% | $10,843-61.7% | $11,599-64.2% |