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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 | $165,399+61.0% | $149,745+77.9% | $158,982+67.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.68% | 348.34%-344.7pp | 276.72%-273.0pp | 302.99%-299.3pp |
| Employer contribution / active EE | $627 | $5,105-87.7% | $4,646-86.5% | $4,763-86.8% |
| Participant deferral / active EE | $7,842 | $7,183+9.2% | $6,843+14.6% | $5,983+31.1% |
| Admin fee / account holder | $9,194 | $10,811-15.0% | $9,312-1.3% | $11,252-18.3% |