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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 | $346,227 | $180,459+91.9% | $154,108+124.7% | $135,380+155.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.26% | 888.21%-901.5pp | 735.21%-748.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $1,243 | $6,035-79.4% | $5,298-76.5% | $4,779-74.0% |
| Participant deferral / active EE | $15,549 | $5,806+167.8% | $5,081+206.0% | $5,609+177.2% |
| Admin fee / account holder | $13,910 | $16,145-13.8% | $13,411+3.7% | $10,828+28.5% |