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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 | $336,955 | $148,629+126.7% | $135,982+147.8% | $139,487+141.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.55% | 79.33%-72.8pp | 68.32%-61.8pp | 373.84%-367.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,336 | $8,102+76.9% | $7,760+84.7% | $6,713+113.6% |
| Admin fee / account holder | $66,319 | $12,406+434.6% | $10,767+515.9% | $11,407+481.4% |