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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 | $266,335 | $165,361+61.1% | $149,715+77.9% | $158,950+67.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.68% | 348.24%-344.6pp | 276.66%-273.0pp | 302.91%-299.2pp |
| Employer contribution / active EE | $627 | $5,103-87.7% | $4,645-86.5% | $4,762-86.8% |
| Participant deferral / active EE | $7,842 | $7,182+9.2% | $6,842+14.6% | $5,983+31.1% |
| Admin fee / account holder | $9,194 | $10,808-14.9% | $9,310-1.2% | $11,248-18.3% |