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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 | $268,020 | $180,462+48.5% | $154,111+73.9% | $135,379+98.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -10.75% | 888.17%-898.9pp | 735.18%-745.9pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,233 | $6,036-79.6% | $5,298-76.7% | $4,779-74.2% |
| Participant deferral / active EE | $4,032 | $5,806-30.6% | $5,081-20.6% | $5,609-28.1% |
| Admin fee / account holder | $2,168 | $16,145-86.6% | $13,411-83.8% | $10,828-80.0% |