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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 | $258,064 | $150,447+71.5% | $136,298+89.3% | $147,586+74.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 5.53% | 1049.15%-1043.6pp | 5156.27%-5150.7pp | 578.59%-573.1pp |
| Employer contribution / active EE | $64 | $5,256-98.8% | $4,696-98.6% | $4,876-98.7% |
| Participant deferral / active EE | $10,560 | $6,631+59.3% | $6,247+69.0% | $5,439+94.2% |
| Admin fee / account holder | $46,590 | $10,906+327.2% | $9,244+404.0% | $10,886+328.0% |