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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 | $155,555+207.0% | $146,866+225.2% | $155,188+207.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 6.16% | 115.41%-109.3pp | 102.85%-96.7pp | 148.84%-142.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,457 | $8,044+79.7% | $7,759+86.3% | $6,531+121.4% |
| Admin fee / account holder | $146,281 | $14,755+891.4% | $13,620+974.0% | $14,480+910.2% |