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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 | $685,105 | $162,136+322.5% | $152,301+349.8% | $154,746+342.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.84% | 91.02%-84.2pp | 80.50%-73.7pp | 172.34%-165.5pp |
| Employer contribution / active EE | $660 | $4,890-86.5% | $4,624-85.7% | $4,379-84.9% |
| Participant deferral / active EE | $8,632 | $8,341+3.5% | $8,004+7.8% | $6,730+28.2% |
| Admin fee / account holder | $55,824 | $15,759+254.2% | $14,398+287.7% | $14,365+288.6% |