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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 | $397,456 | $88,702+348.1% | $81,780+386.0% | $145,978+172.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.53% | 1029.12%-1022.6pp | 776.27%-769.7pp | 550.52%-544.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,885 | $4,645+26.7% | $4,321+36.2% | $6,690-12.0% |
| Admin fee / account holder | $740 | $8,414-91.2% | $7,384-90.0% | $13,400-94.5% |