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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 | $276,408 | $160,070+72.7% | $147,117+87.9% | $145,897+89.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.82% | 98.69%-90.9pp | 420.54%-412.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,096 | $8,419+31.8% | $8,065+37.6% | $6,689+65.9% |
| Admin fee / account holder | $313,591 | $15,035+1985.7% | $12,993+2313.6% | $13,390+2241.9% |