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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 | $3,248,107 | $223,823+1351.2% | $211,142+1438.4% | $154,746+1999.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 6.24% | 50.39%-44.2pp | 46.84%-40.6pp | 172.34%-166.1pp |
| Employer contribution / active EE | $487 | $6,787-92.8% | $6,442-92.4% | $4,379-88.9% |
| Participant deferral / active EE | $5,875 | $9,750-39.7% | $9,284-36.7% | $6,730-12.7% |
| Admin fee / account holder | $122,584 | $19,707+522.0% | $19,076+542.6% | $14,365+753.3% |