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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 | $2,826,627 | $209,888+1246.7% | $189,545+1391.3% | $167,553+1587.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.39% | 748.66%-740.3pp | 555.36%-547.0pp | 478.89%-470.5pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,333 | $8,934+26.9% | $8,220+37.9% | $6,343+78.7% |
| Admin fee / account holder | $95,667 | $14,300+569.0% | $12,049+694.0% | $12,316+676.7% |