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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 | $549,763 | $167,352+228.5% | $143,788+282.3% | $134,509+308.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -60.68% | 0.47%-61.2pp | -0.03%-60.6pp | 418.13%-478.8pp |
| Employer contribution / active EE | $681 | $5,620-87.9% | $4,952-86.2% | $4,741-85.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $36,667 | $18,091+102.7% | $14,675+149.9% | $11,427+220.9% |