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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 | $284,700 | $209,336+36.0% | $197,124+44.4% | $137,256+107.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.03% | 48.09%-44.1pp | 44.34%-40.3pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,313 | $6,591-80.1% | $6,227-78.9% | $4,156-68.4% |
| Participant deferral / active EE | $7,281 | $9,614-24.3% | $9,135-20.3% | $6,407+13.6% |
| Admin fee / account holder | $371,577 | $17,308+2046.9% | $16,298+2179.9% | $12,270+2928.3% |