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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 | $250,047 | $160,070+56.2% | $147,117+70.0% | $145,897+71.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.74% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $941 | $5,285-82.2% | $4,932-80.9% | $4,663-79.8% |
| Participant deferral / active EE | $7,697 | $8,419-8.6% | $8,065-4.6% | $6,689+15.1% |
| Admin fee / account holder | $12,590 | $15,035-16.3% | $12,993-3.1% | $13,390-6.0% |