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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 | $364,341 | $176,105+106.9% | $159,474+128.5% | $167,536+117.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.45% | 331.91%-327.5pp | 263.68%-259.2pp | 478.82%-474.4pp |
| Employer contribution / active EE | $665 | $5,299-87.5% | $4,831-86.2% | $4,839-86.3% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $3,073 | $12,559-75.5% | $10,802-71.6% | $12,315-75.0% |