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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 | $754,408 | $126,661+495.6% | $113,397+565.3% | $138,895+443.1% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.5%+11.7pp | 79.9%+8.3pp |
| Annual return | 3.94% | 25.05%-21.1pp | 23.20%-19.3pp | 145.39%-141.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,953 | $5,693+197.8% | $5,076+234.0% | $6,396+165.1% |
| Admin fee / account holder | $55,456 | $14,549+281.2% | $11,957+363.8% | $12,562+341.5% |