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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 | $212,386+190.3% | $199,883+208.5% | $138,895+343.9% |
| Participation rate | 76.9% | 87.4%-10.4pp | 86.8%-9.8pp | 79.9%-3.0pp |
| Annual return | 9.84% | 47.75%-37.9pp | 43.81%-34.0pp | 145.39%-135.6pp |
| Employer contribution / active EE | $140 | $6,625-97.9% | $6,261-97.8% | $4,194-96.7% |
| Participant deferral / active EE | $15,069 | $9,617+56.7% | $9,138+64.9% | $6,396+135.6% |
| Admin fee / account holder | $25,406 | $18,233+39.3% | $17,268+47.1% | $12,562+102.2% |