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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 | $621,252 | $209,336+196.8% | $197,124+215.2% | $137,256+352.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.68% | 48.09%-40.4pp | 44.34%-36.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $12 | $6,591-99.8% | $6,227-99.8% | $4,156-99.7% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $32,197 | $17,308+86.0% | $16,298+97.6% | $12,270+162.4% |