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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 | $347,363 | $202,342+71.7% | $172,753+101.1% | $152,909+127.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | -0.41% | 1029.88%-1030.3pp | 803.00%-803.4pp | 345.46%-345.9pp |
| Employer contribution / active EE | $1,115 | $5,857-81.0% | $5,144-78.3% | $4,764-76.6% |
| Participant deferral / active EE | $5,473 | $5,948-8.0% | $5,198+5.3% | $5,851-6.5% |
| Admin fee / account holder | $5,172 | $17,112-69.8% | $13,956-62.9% | $11,601-55.4% |