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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 | $570,117 | $183,539+210.6% | $155,556+266.5% | $145,897+290.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.33% | 61.31%-54.0pp | 64.84%-57.5pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,500 | $6,467+93.3% | $5,631+122.0% | $6,689+86.9% |
| Admin fee / account holder | $33,666 | $19,275+74.7% | $15,885+111.9% | $13,390+151.4% |