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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 | $559,669 | $217,432+157.4% | $185,851+201.1% | $167,553+234.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -7.00% | 148.43%-155.4pp | 122.11%-129.1pp | 478.89%-485.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,423 | $6,357-46.2% | $5,569-38.5% | $6,343-46.0% |
| Admin fee / account holder | $32,873 | $19,820+65.9% | $16,245+102.4% | $12,316+166.9% |