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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 | $201,259+726.5% | $184,200+803.0% | $145,959+1039.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 5.94% | 28.98%-23.0pp | 28.80%-22.9pp | 561.95%-556.0pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,750 | $9,806-41.4% | $9,132-37.0% | $6,689-14.0% |
| Admin fee / account holder | $16,047 | $16,372-2.0% | $13,907+15.4% | $13,398+19.8% |