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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 | $613,411 | $154,228+297.7% | $145,433+321.8% | $137,256+346.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.00% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $796 | $4,804-83.4% | $4,554-82.5% | $4,156-80.8% |
| Participant deferral / active EE | $4,682 | $8,216-43.0% | $7,897-40.7% | $6,407-26.9% |
| Admin fee / account holder | $1,550 | $14,344-89.2% | $13,129-88.2% | $12,270-87.4% |