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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 | $260,841 | $209,428+24.5% | $178,498+46.1% | $158,950+64.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -6.27% | 188.78%-195.1pp | 151.09%-157.4pp | 302.91%-309.2pp |
| Employer contribution / active EE | $886 | $5,707-84.5% | $5,011-82.3% | $4,762-81.4% |
| Participant deferral / active EE | $8,923 | $5,955+49.8% | $5,202+71.5% | $5,983+49.1% |
| Admin fee / account holder | $81,121 | $17,077+375.0% | $13,985+480.0% | $11,248+621.2% |