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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 | $914,506 | $100,911+806.2% | $90,440+911.2% | $158,966+475.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.28% | 1726.62%-1723.3pp | 1294.38%-1291.1pp | 302.95%-299.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,500 | $4,348+72.5% | $3,964+89.2% | $5,983+25.4% |
| Admin fee / account holder | $10,875 | $6,507+67.1% | $5,615+93.7% | $11,250-3.3% |