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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 | $289,855 | $92,766+212.5% | $82,763+250.2% | $134,545+115.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.87% | 946.97%-972.8pp | 702.45%-728.3pp | 418.37%-444.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,221 | $4,802+133.7% | $4,395+155.3% | $6,401+75.3% |
| Admin fee / account holder | $1,650 | $5,978-72.4% | $5,325-69.0% | $11,431-85.6% |