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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 | $605,877 | $88,778+582.5% | $81,844+640.3% | $145,884+315.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.05% | 1033.03%-1024.0pp | 778.87%-769.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,663 | $4,648+172.4% | $4,323+192.9% | $6,690+89.3% |
| Admin fee / account holder | $9,276 | $8,430+10.0% | $7,355+26.1% | $13,392-30.7% |