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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 | $301,804 | $81,870+268.6% | $119,622+152.3% | $68,486+340.7% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -19.04% | -23.82%+4.8pp | -14.98%-4.1pp | -7.85%-11.2pp |
| Employer contribution / active EE | $596 | $2,692-77.9% | $4,232-85.9% | $2,597-77.0% |
| Participant deferral / active EE | $6,743 | $4,148+62.6% | $5,601+20.4% | $4,028+67.4% |
| Admin fee / account holder | $19,956 | $6,583+203.1% | $10,328+93.2% | $5,404+269.3% |