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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 | $336,589 | $180,749+86.2% | $160,784+109.3% | $137,256+145.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.22% | 2234.46%-2225.2pp | 1803.92%-1794.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $25,092 | $6,844+266.6% | $6,293+298.7% | $6,407+291.6% |
| Admin fee / account holder | $2,464 | $10,397-76.3% | $9,717-74.6% | $12,270-79.9% |