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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 | $301,452 | $159,934+88.5% | $147,005+105.1% | $145,959+106.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 6.99% | 98.24%-91.2pp | 418.76%-411.8pp | 561.95%-555.0pp |
| Employer contribution / active EE | $56 | $5,287-98.9% | $4,934-98.9% | $4,661-98.8% |
| Participant deferral / active EE | $7,706 | $8,427-8.6% | $8,070-4.5% | $6,689+15.2% |
| Admin fee / account holder | $689 | $15,053-95.4% | $13,006-94.7% | $13,398-94.9% |