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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 | $898,423 | $157,304+471.1% | $141,197+536.3% | $152,909+487.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 2.79% | 64.34%-61.6pp | 71.41%-68.6pp | 345.46%-342.7pp |
| Employer contribution / active EE | $314 | $5,263-94.0% | $4,736-93.4% | $4,764-93.4% |
| Participant deferral / active EE | $13,779 | $7,111+93.8% | $6,710+105.3% | $5,851+135.5% |
| Admin fee / account holder | $37,256 | $12,126+207.2% | $10,265+262.9% | $11,601+221.2% |