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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 | $477,547 | $162,136+194.5% | $152,301+213.6% | $154,746+208.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 6.16% | 91.02%-84.9pp | 80.50%-74.3pp | 172.34%-166.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,457 | $8,341+73.3% | $8,004+80.6% | $6,730+114.8% |
| Admin fee / account holder | $146,281 | $15,759+828.2% | $14,398+916.0% | $14,365+918.3% |