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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 | $710,205 | $227,291+212.5% | $214,702+230.8% | $155,188+357.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 7.28% | 60.08%-52.8pp | 54.55%-47.3pp | 148.84%-141.6pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,250 | $9,582+59.2% | $9,147+66.7% | $6,531+133.5% |
| Admin fee / account holder | $287,911 | $20,413+1310.4% | $19,830+1351.9% | $14,480+1888.4% |