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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 | $275,247 | $150,447+83.0% | $136,298+101.9% | $147,586+86.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 6.98% | 1049.15%-1042.2pp | 5156.27%-5149.3pp | 578.59%-571.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,739 | $6,631-43.6% | $6,247-40.1% | $5,439-31.2% |
| Admin fee / account holder | $4,784 | $10,906-56.1% | $9,244-48.2% | $10,886-56.1% |