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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 | $731,701 | $176,120+315.5% | $159,487+358.8% | $167,553+336.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.99% | 331.95%-325.0pp | 263.71%-256.7pp | 478.89%-471.9pp |
| Employer contribution / active EE | $133 | $5,299-97.5% | $4,831-97.2% | $4,840-97.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $30,420 | $12,561+142.2% | $10,804+181.6% | $12,316+147.0% |