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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 | $802,030 | $132,634+504.7% | $115,768+592.8% | $137,256+484.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 4.97% | 160.70%-155.7pp | 100.46%-95.5pp | 220.34%-215.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,614 | $5,619+106.7% | $4,917+136.2% | $6,407+81.3% |
| Admin fee / account holder | $831,844 | $15,028+5435.3% | $12,439+6587.1% | $12,270+6679.4% |