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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 | $869,639 | $210,698+312.7% | $178,014+388.5% | $145,959+495.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.91% | 386.27%-380.4pp | 294.80%-288.9pp | 561.95%-556.0pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $30,500 | $6,958+338.3% | $6,276+385.9% | $6,689+356.0% |
| Admin fee / account holder | $1,373 | $12,016-88.6% | $10,362-86.7% | $13,398-89.8% |