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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 | $270,084 | $95,915+181.6% | $79,580+239.4% | $134,532+100.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.92% | -2.71%-20.2pp | 0.15%-23.1pp | 418.27%-441.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $22,500 | $4,693+379.4% | $3,985+464.6% | $6,401+251.5% |
| Admin fee / account holder | $4,530 | $9,132-50.4% | $6,835-33.7% | $11,429-60.4% |