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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 | $868,486 | $114,119+661.0% | $107,187+710.3% | $138,895+525.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.74% | 273.21%-268.5pp | 204.55%-199.8pp | 145.39%-140.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $30,724 | $5,538+454.8% | $5,096+502.9% | $6,396+380.3% |
| Admin fee / account holder | $13,356 | $10,024+33.2% | $9,162+45.8% | $12,562+6.3% |