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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 | $1,442,859 | $142,409+913.2% | $119,634+1106.1% | $134,545+972.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.24% | -12.46%-9.8pp | -14.98%-7.3pp | 418.37%-440.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,667 | $6,468+34.0% | $5,601+54.7% | $6,401+35.4% |
| Admin fee / account holder | $11,524 | $13,594-15.2% | $10,329+11.6% | $11,431+0.8% |