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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 | $678,802 | $125,797+439.6% | $170,057+299.2% | $75,177+802.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -9.81% | 27.20%-37.0pp | 53.42%-63.2pp | 160.75%-170.6pp |
| Employer contribution / active EE | $990 | $4,616-78.6% | $6,790-85.4% | $2,671-62.9% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,293 | $8,177+136.0% | $12,826+50.4% | $5,651+241.4% |