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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 | $543,483 | $106,749+409.1% | $145,433+273.7% | $82,448+559.2% |
| Participation rate | 98.3% | 75.6%+22.6pp | 82.1%+16.2pp | 68.1%+30.2pp |
| Annual return | 12.38% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $60 | $3,444-98.3% | $4,554-98.7% | $2,551-97.6% |
| Participant deferral / active EE | $14,528 | $6,519+122.9% | $7,897+84.0% | $4,139+251.0% |
| Admin fee / account holder | $153,135 | $8,390+1725.2% | $13,129+1066.4% | $7,234+2016.8% |