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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 | $334,953 | $89,367+274.8% | $141,191+137.2% | $72,975+359.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.75% | 111.87%-94.1pp | 71.41%-53.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $14,979 | $5,419+176.4% | $6,710+123.2% | $3,608+315.2% |
| Admin fee / account holder | $33,890 | $5,957+468.9% | $10,264+230.2% | $5,124+561.4% |