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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 | $384,575 | $223,823+71.8% | $211,142+82.1% | $154,746+148.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 6.33% | 50.39%-44.1pp | 46.84%-40.5pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,303 | $6,787-80.8% | $6,442-79.8% | $4,379-70.2% |
| Participant deferral / active EE | $10,419 | $9,750+6.9% | $9,284+12.2% | $6,730+54.8% |
| Admin fee / account holder | $8,610 | $19,707-56.3% | $19,076-54.9% | $14,365-40.1% |