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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 | $356,691 | $209,425+70.3% | $178,499+99.8% | $158,966+124.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.66% | 188.80%-193.5pp | 151.10%-155.8pp | 302.95%-307.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,463 | $5,955-25.1% | $5,202-14.2% | $5,983-25.4% |
| Admin fee / account holder | $21,894 | $17,078+28.2% | $13,986+56.5% | $11,250+94.6% |