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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 | $303,409 | $68,097+345.6% | $62,929+382.1% | $137,256+121.1% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 10.33% | 1859.11%-1848.8pp | 1063.93%-1053.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,899 | $4,553-14.4% | $3,888+0.3% | $6,407-39.1% |
| Admin fee / account holder | $79,429 | $6,521+1118.0% | $5,065+1468.3% | $12,270+547.3% |