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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 | $496,344 | $162,136+206.1% | $152,301+225.9% | $154,746+220.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.76% | 91.02%-81.3pp | 80.50%-70.7pp | 172.34%-162.6pp |
| Employer contribution / active EE | $241 | $4,890-95.1% | $4,624-94.8% | $4,379-94.5% |
| Participant deferral / active EE | $18,059 | $8,341+116.5% | $8,004+125.6% | $6,730+168.3% |
| Admin fee / account holder | $4,426 | $15,759-71.9% | $14,398-69.3% | $14,365-69.2% |