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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 | $540,378 | $148,582+263.7% | $135,942+297.5% | $139,456+287.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 7.17% | 79.26%-72.1pp | 68.28%-61.1pp | 373.45%-366.3pp |
| Employer contribution / active EE | $315 | $5,245-94.0% | $4,858-93.5% | $4,753-93.4% |
| Participant deferral / active EE | $12,322 | $8,101+52.1% | $7,759+58.8% | $6,711+83.6% |
| Admin fee / account holder | $92,619 | $12,402+646.8% | $10,764+760.4% | $11,407+712.0% |