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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 | $695,884 | $201,370+245.6% | $184,256+277.7% | $145,897+377.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.91% | 29.05%-21.1pp | 28.85%-20.9pp | 552.29%-544.4pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,911 | $9,808+1.1% | $9,133+8.5% | $6,689+48.2% |
| Admin fee / account holder | $110,122 | $16,364+573.0% | $13,899+692.3% | $13,390+722.4% |