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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 | $519,977 | $182,442+185.0% | $163,379+218.3% | $138,895+274.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | -1.49% | 72.74%-74.2pp | 63.41%-64.9pp | 145.39%-146.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $30,500 | $6,817+347.4% | $6,282+385.5% | $6,396+376.8% |
| Admin fee / account holder | $118,935 | $10,396+1044.1% | $9,818+1111.4% | $12,562+846.8% |