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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 | $278,207 | $185,883+49.7% | $170,043+63.6% | $139,466+99.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -2.79% | 60.54%-63.3pp | 53.40%-56.2pp | 373.66%-376.4pp |
| Employer contribution / active EE | $426 | $7,596-94.4% | $6,790-93.7% | $4,754-91.0% |
| Participant deferral / active EE | $14,960 | $11,626+28.7% | $10,410+43.7% | $6,712+122.9% |
| Admin fee / account holder | $5,154 | $15,393-66.5% | $12,824-59.8% | $11,409-54.8% |