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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 | $364,767 | $138,114+164.1% | $125,391+190.9% | $134,545+171.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -23.22% | 750.88%-774.1pp | 572.41%-595.6pp | 418.37%-441.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,645 | $7,801+49.3% | $7,448+56.3% | $6,401+81.9% |
| Admin fee / account holder | $1,520 | $11,570-86.9% | $10,009-84.8% | $11,431-86.7% |