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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 | $1,577,996 | $185,905+748.8% | $170,057+827.9% | $139,487+1031.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 7.65% | 60.56%-52.9pp | 53.42%-45.8pp | 373.84%-366.2pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $20,625 | $11,627+77.4% | $10,411+98.1% | $6,713+207.3% |
| Admin fee / account holder | $39,882 | $15,397+159.0% | $12,826+210.9% | $11,407+249.6% |