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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 | $526,038 | $197,819+165.9% | $155,789+237.7% | $125,389+319.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.31% | 86.73%-92.0pp | 71.54%-76.8pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,000 | $5,631-11.2% | $4,798+4.2% | $5,352-6.6% |
| Admin fee / account holder | $6,334 | $9,544-33.6% | $7,477-15.3% | $9,541-33.6% |