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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 | $484,684 | $183,988+163.4% | $162,177+198.9% | $152,897+217.0% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 8.61% | 150.79%-142.2pp | 115.60%-107.0pp | 345.43%-336.8pp |
| Employer contribution / active EE | $585 | $6,370-90.8% | $5,613-89.6% | $4,764-87.7% |
| Participant deferral / active EE | $4,757 | $8,032-40.8% | $7,297-34.8% | $5,851-18.7% |
| Admin fee / account holder | $5,601 | $13,123-57.3% | $10,843-48.3% | $11,599-51.7% |