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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 | $774,648 | $138,076+461.0% | $123,553+527.0% | $135,380+472.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.06% | 153.70%-164.8pp | 119.21%-130.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $24,000 | $6,800+253.0% | $6,426+273.5% | $5,609+327.9% |
| Admin fee / account holder | $817 | $10,917-92.5% | $9,284-91.2% | $10,828-92.5% |