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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 | $201,372+726.0% | $184,260+802.7% | $145,884+1040.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 5.94% | 29.04%-23.1pp | 28.84%-22.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,750 | $9,808-41.4% | $9,133-37.0% | $6,690-14.0% |
| Admin fee / account holder | $16,047 | $16,362-1.9% | $13,898+15.5% | $13,392+19.8% |