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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 | $602,749 | $157,304+283.2% | $141,197+326.9% | $152,909+294.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.20% | 64.34%-57.1pp | 71.41%-64.2pp | 345.46%-338.3pp |
| Employer contribution / active EE | $257 | $5,263-95.1% | $4,736-94.6% | $4,764-94.6% |
| Participant deferral / active EE | $8,000 | $7,111+12.5% | $6,710+19.2% | $5,851+36.7% |
| Admin fee / account holder | $20,260 | $12,126+67.1% | $10,265+97.4% | $11,601+74.6% |