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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 | $284,466 | $88,778+220.4% | $81,844+247.6% | $145,884+95.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.31% | 1033.03%-1023.7pp | 778.87%-769.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,463 | $4,648-4.0% | $4,323+3.2% | $6,690-33.3% |
| Admin fee / account holder | $5,473 | $8,430-35.1% | $7,355-25.6% | $13,392-59.1% |