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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 | $3,417,786 | $201,372+1597.2% | $184,260+1754.9% | $145,884+2242.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.51% | 29.04%-21.5pp | 28.84%-21.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,167 | $9,808+3.7% | $9,133+11.3% | $6,690+52.0% |
| Admin fee / account holder | $117,333 | $16,362+617.1% | $13,898+744.3% | $13,392+776.2% |