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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 | $1,663,360 | $201,344+726.1% | $184,243+802.8% | $145,877+1040.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 5.94% | 29.01%-23.1pp | 28.82%-22.9pp | 551.28%-545.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,750 | $9,807-41.4% | $9,132-37.0% | $6,691-14.1% |
| Admin fee / account holder | $16,047 | $16,382-2.0% | $13,914+15.3% | $13,402+19.7% |