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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 | $304,011 | $154,228+97.1% | $145,433+109.0% | $137,256+121.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -16.12% | 74.59%-90.7pp | 66.58%-82.7pp | 220.34%-236.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,500 | $8,216-8.7% | $7,897-5.0% | $6,407+17.1% |
| Admin fee / account holder | $5,823 | $14,344-59.4% | $13,129-55.6% | $12,270-52.5% |