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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 | $886,315 | $145,431+509.4% | $211,142+319.8% | $87,485+913.1% |
| Participation rate | 70.0% | 84.7%-14.7pp | 87.3%-17.3pp | 68.9%+1.1pp |
| Annual return | -5.47% | 27.21%-32.7pp | 46.84%-52.3pp | 26.06%-31.5pp |
| Employer contribution / active EE | $21 | $4,662-99.5% | $6,442-99.7% | $2,596-99.2% |
| Participant deferral / active EE | $10,144 | $6,859+47.9% | $9,284+9.3% | $4,274+137.4% |
| Admin fee / account holder | $13,693 | $17,052-19.7% | $19,076-28.2% | $7,775+76.1% |