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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 | $209,336+194.5% | $197,124+212.8% | $137,256+349.2% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.7%-9.8pp | 80.0%-3.0pp |
| Annual return | 9.84% | 48.09%-38.2pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $140 | $6,591-97.9% | $6,227-97.8% | $4,156-96.6% |
| Participant deferral / active EE | $15,069 | $9,614+56.7% | $9,135+65.0% | $6,407+135.2% |
| Admin fee / account holder | $25,406 | $17,308+46.8% | $16,298+55.9% | $12,270+107.1% |