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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 | $2,566,789 | $160,070+1503.5% | $147,117+1644.7% | $145,897+1659.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.77% | 98.69%-94.9pp | 420.54%-416.8pp | 552.29%-548.5pp |
| Employer contribution / active EE | $916 | $5,285-82.7% | $4,932-81.4% | $4,663-80.4% |
| Participant deferral / active EE | $8,732 | $8,419+3.7% | $8,065+8.3% | $6,689+30.5% |
| Admin fee / account holder | $55,277 | $15,035+267.6% | $12,993+325.4% | $13,390+312.8% |