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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 | $520,413 | $110,307+371.8% | $96,576+438.9% | $139,456+273.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -5.25% | 26.40%-31.7pp | 25.87%-31.1pp | 373.45%-378.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $17,208 | $5,547+210.2% | $4,851+254.7% | $6,711+156.4% |
| Admin fee / account holder | $1,623 | $11,597-86.0% | $8,253-80.3% | $11,407-85.8% |