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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 | $485,519 | $93,098+421.5% | $77,081+529.9% | $134,509+261.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -33.44% | 62.63%-96.1pp | 42.33%-75.8pp | 418.13%-451.6pp |
| Employer contribution / active EE | $100 | $3,419-97.1% | $2,813-96.4% | $4,741-97.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,787 | $6,945-16.7% | $5,427+6.6% | $11,427-49.4% |