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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 | $412,583 | $154,228+167.5% | $145,433+183.7% | $137,256+200.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.92% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $163 | $4,804-96.6% | $4,554-96.4% | $4,156-96.1% |
| Participant deferral / active EE | $9,228 | $8,216+12.3% | $7,897+16.8% | $6,407+44.0% |
| Admin fee / account holder | $79,644 | $14,344+455.3% | $13,129+506.6% | $12,270+549.1% |