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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 | $143,969+515.6% | $199,883+343.4% | $82,637+972.5% |
| Participation rate | 70.0% | 84.1%-14.1pp | 86.8%-16.8pp | 68.1%+1.9pp |
| Annual return | -5.47% | 25.67%-31.1pp | 43.81%-49.3pp | 53.51%-59.0pp |
| Employer contribution / active EE | $21 | $4,632-99.5% | $6,261-99.7% | $2,552-99.2% |
| Participant deferral / active EE | $10,144 | $6,937+46.2% | $9,138+11.0% | $4,126+145.9% |
| Admin fee / account holder | $13,693 | $14,597-6.2% | $17,268-20.7% | $7,339+86.6% |