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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 | $373,881 | $127,790+192.6% | $106,555+250.9% | $167,536+123.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -19.60% | 33.88%-53.5pp | 26.80%-46.4pp | 478.82%-498.4pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,600 | $5,088+167.3% | $4,399+209.2% | $6,342+114.4% |
| Admin fee / account holder | $7,361 | $11,229-34.4% | $7,408-0.6% | $12,315-40.2% |