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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 | $481,277 | $192,829+149.6% | $142,516+237.7% | $139,487+245.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 8.73% | 18.07%-9.3pp | 20.03%-11.3pp | 373.84%-365.1pp |
| Employer contribution / active EE | $825 | $5,808-85.8% | $4,849-83.0% | $4,755-82.6% |
| Participant deferral / active EE | $2,475 | $7,200-65.6% | $6,280-60.6% | $6,713-63.1% |
| Admin fee / account holder | $78,241 | $15,120+417.5% | $10,008+681.8% | $11,407+585.9% |