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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 | $615,974 | $125,193+392.0% | $105,591+483.4% | $145,978+322.0% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 6.79% | 225.53%-218.7pp | 116.43%-109.6pp | 550.52%-543.7pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,341 | $5,708+28.6% | $5,008+46.6% | $6,690+9.7% |
| Admin fee / account holder | $8,000 | $17,277-53.7% | $11,024-27.4% | $13,400-40.3% |