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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 | $255,293 | $150,447+69.7% | $136,298+87.3% | $147,586+73.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 8.69% | 1049.15%-1040.5pp | 5156.27%-5147.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | -$0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,322 | $6,631+55.7% | $6,247+65.2% | $5,439+89.8% |
| Admin fee / account holder | $6,357 | $10,906-41.7% | $9,244-31.2% | $10,886-41.6% |