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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 | $260,896 | $167,522+55.7% | $151,639+72.1% | $134,532+93.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.67% | 7.81%-33.5pp | 3.34%-29.0pp | 418.27%-443.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,759 | $8,986-47.0% | $8,363-43.1% | $6,401-25.7% |
| Admin fee / account holder | $2,432 | $13,780-82.4% | $11,613-79.1% | $11,429-78.7% |