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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 | $313,054 | $115,810+170.3% | $101,271+209.1% | $158,966+96.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.67% | 56.15%-54.5pp | 46.48%-44.8pp | 302.95%-301.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,198 | $4,958+25.0% | $4,371+41.8% | $5,983+3.6% |
| Admin fee / account holder | $74,172 | $7,248+923.3% | $5,948+1147.1% | $11,250+559.3% |