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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 | $299,816 | $135,956+120.5% | $123,894+142.0% | $273,972+9.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | -6.08% | 56.63%-62.7pp | 47.52%-53.6pp | 41.46%-47.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,138 | $6,343-66.3% | $5,984-64.3% | $5,287-59.6% |
| Admin fee / account holder | $29,574 | $9,817+201.2% | $8,357+253.9% | $10,133+191.9% |