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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 | $616,562 | $223,823+175.5% | $211,142+192.0% | $154,746+298.4% |
| Participation rate | 76.9% | 87.9%-10.9pp | 87.3%-10.4pp | 80.7%-3.8pp |
| Annual return | 9.84% | 50.39%-40.6pp | 46.84%-37.0pp | 172.34%-162.5pp |
| Employer contribution / active EE | $140 | $6,787-97.9% | $6,442-97.8% | $4,379-96.8% |
| Participant deferral / active EE | $15,069 | $9,750+54.6% | $9,284+62.3% | $6,730+123.9% |
| Admin fee / account holder | $25,406 | $19,707+28.9% | $19,076+33.2% | $14,365+76.9% |