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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 | $510,204 | $157,304+224.3% | $141,197+261.3% | $152,909+233.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.50% | 64.34%-49.8pp | 71.41%-56.9pp | 345.46%-331.0pp |
| Employer contribution / active EE | $215 | $5,263-95.9% | $4,736-95.5% | $4,764-95.5% |
| Participant deferral / active EE | $6,367 | $7,111-10.5% | $6,710-5.1% | $5,851+8.8% |
| Admin fee / account holder | $21,706 | $12,126+79.0% | $10,265+111.5% | $11,601+87.1% |