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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 | $727,273 | $100,139+626.3% | $85,187+753.7% | $145,884+398.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.78% | 84.15%-76.4pp | 66.67%-58.9pp | 551.85%-544.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,928 | $5,296-25.8% | $4,525-13.2% | $6,690-41.3% |
| Admin fee / account holder | $12,222 | $7,262+68.3% | $6,162+98.4% | $13,392-8.7% |