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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 | $875,896 | $209,336+318.4% | $197,124+344.3% | $137,256+538.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.76% | 48.09%-41.3pp | 44.34%-37.6pp | 220.34%-213.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,500 | $9,614+82.0% | $9,135+91.6% | $6,407+173.1% |
| Admin fee / account holder | $389,670 | $17,308+2151.4% | $16,298+2290.9% | $12,270+3075.8% |