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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 | $1,464,467 | $156,927+833.2% | $121,169+1108.6% | $139,456+950.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.78% | 1475.85%-1474.1pp | 986.71%-984.9pp | 373.45%-371.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,500 | $4,848+34.1% | $4,083+59.2% | $6,711-3.1% |
| Admin fee / account holder | $13,662 | $6,946+96.7% | $5,645+142.0% | $11,407+19.8% |