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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 | $361,285 | $167,522+115.7% | $151,639+138.3% | $134,532+168.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.59% | 7.81%-36.4pp | 3.34%-31.9pp | 418.27%-446.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,000 | $8,986+89.2% | $8,363+103.3% | $6,401+165.6% |
| Admin fee / account holder | $11,565 | $13,780-16.1% | $11,613-0.4% | $11,429+1.2% |