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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 | $400,030 | $117,846+239.5% | $102,434+290.5% | $145,884+174.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 3.88% | 31.90%-28.0pp | 29.46%-25.6pp | 551.85%-548.0pp |
| Employer contribution / active EE | $10 | $3,615-99.7% | $3,023-99.7% | $4,662-99.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $27,476 | $13,356+105.7% | $9,462+190.4% | $13,392+105.2% |