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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 | $622,577 | $110,212+464.9% | $96,534+544.9% | $139,466+346.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | -9.13% | 26.42%-35.5pp | 25.88%-35.0pp | 373.66%-382.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,716 | $5,547+147.2% | $4,851+182.7% | $6,712+104.3% |
| Admin fee / account holder | $16,899 | $11,599+45.7% | $8,253+104.8% | $11,409+48.1% |