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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 | $487,893 | $167,353+191.5% | $143,797+239.3% | $134,545+262.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.25% | 0.48%-22.7pp | -0.04%-22.2pp | 418.37%-440.6pp |
| Employer contribution / active EE | $48 | $5,620-99.2% | $4,952-99.0% | $4,742-99.0% |
| Participant deferral / active EE | $3,317 | $6,447-48.6% | $5,638-41.2% | $6,401-48.2% |
| Admin fee / account holder | $8,065 | $18,096-55.4% | $14,679-45.1% | $11,431-29.4% |