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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 | $357,176 | $167,522+113.2% | $151,639+135.5% | $134,532+165.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -36.06% | 7.81%-43.9pp | 3.34%-39.4pp | 418.27%-454.3pp |
| Employer contribution / active EE | $800 | $6,828-88.3% | $6,165-87.0% | $4,741-83.1% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $406 | $13,780-97.1% | $11,613-96.5% | $11,429-96.4% |