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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 | $365,167 | $181,062+101.7% | $158,223+130.8% | $155,188+135.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.21% | 57.39%-50.2pp | 52.09%-44.9pp | 148.84%-141.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,339 | $6,134+84.8% | $5,467+107.4% | $6,531+73.6% |
| Admin fee / account holder | $3,290 | $18,825-82.5% | $16,047-79.5% | $14,480-77.3% |