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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 | $427,282 | $135,956+214.3% | $123,894+244.9% | $273,972+56.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -10.26% | 56.63%-66.9pp | 47.52%-57.8pp | 41.46%-51.7pp |
| Employer contribution / active EE | $326 | $5,170-93.7% | $4,617-92.9% | $4,869-93.3% |
| Participant deferral / active EE | $9,868 | $6,343+55.6% | $5,984+64.9% | $5,287+86.6% |
| Admin fee / account holder | $35,885 | $9,817+265.5% | $8,357+329.4% | $10,133+254.2% |