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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 | $268,522 | $208,088+29.0% | $186,193+44.2% | $154,746+73.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.14% | 89.97%-82.8pp | 78.03%-70.9pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,500 | $7,078+20.1% | $6,513+30.5% | $6,730+26.3% |
| Admin fee / account holder | $1,784 | $11,698-84.7% | $11,058-83.9% | $14,365-87.6% |