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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 | $413,292 | $167,533+146.7% | $151,645+172.5% | $134,545+207.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -58.54% | 7.81%-66.4pp | 3.34%-61.9pp | 418.37%-476.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,800 | $8,985+20.2% | $8,363+29.1% | $6,401+68.7% |
| Admin fee / account holder | $17,600 | $13,781+27.7% | $11,614+51.5% | $11,431+54.0% |