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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 | $511,395 | $97,125+426.5% | $86,233+493.0% | $137,256+272.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 5.41% | 74.19%-68.8pp | 61.39%-56.0pp | 220.34%-214.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,665 | $5,180-29.2% | $4,559-19.6% | $6,407-42.8% |
| Admin fee / account holder | $22,277 | $9,725+129.1% | $8,342+167.0% | $12,270+81.6% |