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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 | $1,684,752 | $176,786+853.0% | $146,643+1048.9% | $167,536+905.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.03% | 24.04%-16.0pp | 22.75%-14.7pp | 478.82%-470.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,250 | $6,440+28.1% | $5,506+49.8% | $6,342+30.1% |
| Admin fee / account holder | $23,982 | $13,262+80.8% | $10,280+133.3% | $12,315+94.7% |