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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 | $1,919,690 | $117,433+1534.7% | $99,475+1829.8% | $152,897+1155.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 0.10% | 31.87%-31.8pp | 30.72%-30.6pp | 345.43%-345.3pp |
| Employer contribution / active EE | $173 | $3,013-94.3% | $2,540-93.2% | $4,764-96.4% |
| Participant deferral / active EE | $5,667 | $4,086+38.7% | $3,619+56.6% | $5,851-3.2% |
| Admin fee / account holder | $215,017 | $7,634+2716.5% | $6,252+3339.0% | $11,599+1753.7% |