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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 | $491,088 | $157,276+212.2% | $141,177+247.9% | $152,885+221.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.68% | 64.33%-50.7pp | 71.40%-57.7pp | 345.39%-331.7pp |
| Employer contribution / active EE | $583 | $5,262-88.9% | $4,736-87.7% | $4,763-87.8% |
| Participant deferral / active EE | $4,696 | $7,110-34.0% | $6,710-30.0% | $5,851-19.7% |
| Admin fee / account holder | $10,727 | $12,123-11.5% | $10,263+4.5% | $11,598-7.5% |