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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 | $395,759 | $162,136+144.1% | $152,301+159.9% | $154,746+155.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.49% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $260 | $4,890-94.7% | $4,624-94.4% | $4,379-94.1% |
| Participant deferral / active EE | $10,200 | $8,341+22.3% | $8,004+27.4% | $6,730+51.6% |
| Admin fee / account holder | $18,000 | $15,759+14.2% | $14,398+25.0% | $14,365+25.3% |