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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 | $272,019 | $197,603+37.7% | $177,827+53.0% | $158,950+71.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | -16.26% | 58.76%-75.0pp | 48.32%-64.6pp | 302.91%-319.2pp |
| Employer contribution / active EE | $375 | $6,698-94.4% | $5,918-93.7% | $4,762-92.1% |
| Participant deferral / active EE | $13,181 | $8,404+56.8% | $7,713+70.9% | $5,983+120.3% |
| Admin fee / account holder | $5,319 | $15,402-65.5% | $12,429-57.2% | $11,248-52.7% |