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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 | $317,980 | $160,040+98.7% | $147,096+116.2% | $145,877+118.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.21% | 98.49%-89.3pp | 419.75%-410.5pp | 551.28%-542.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,165 | $8,429+8.7% | $8,071+13.6% | $6,691+37.0% |
| Admin fee / account holder | $62,366 | $15,050+314.4% | $13,005+379.5% | $13,402+365.3% |