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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 | $349,273 | $175,231+99.3% | $149,696+133.3% | $139,466+150.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.43% | 166.77%-158.3pp | 134.46%-126.0pp | 373.66%-365.2pp |
| Employer contribution / active EE | $637 | $5,478-88.4% | $4,821-86.8% | $4,754-86.6% |
| Participant deferral / active EE | $3,120 | $6,521-52.2% | $5,682-45.1% | $6,712-53.5% |
| Admin fee / account holder | $46,959 | $16,155+190.7% | $13,212+255.4% | $11,409+311.6% |