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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 | $331,251 | $165,361+100.3% | $149,715+121.3% | $158,950+108.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -8.23% | 348.24%-356.5pp | 276.66%-284.9pp | 302.91%-311.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,200 | $7,182-27.6% | $6,842-24.0% | $5,983-13.1% |
| Admin fee / account holder | $50,688 | $10,808+369.0% | $9,310+444.5% | $11,248+350.6% |