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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 | $396,863 | $156,398+153.8% | $147,318+169.4% | $138,895+185.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.63% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,930 | $8,237+129.8% | $7,906+139.4% | $6,396+196.0% |
| Admin fee / account holder | $225,392 | $14,976+1405.1% | $13,708+1544.3% | $12,562+1694.2% |