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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 | $391,901 | $70,366+456.9% | $66,674+487.8% | $138,895+182.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.47% | 386.41%-376.9pp | 321.24%-311.8pp | 145.39%-135.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,200 | $4,374+18.9% | $4,084+27.3% | $6,396-18.7% |
| Admin fee / account holder | $170,153 | $5,262+3133.3% | $5,098+3237.6% | $12,562+1254.5% |