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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 | $584,362 | $154,228+278.9% | $145,433+301.8% | $137,256+325.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.97% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $58 | $4,804-98.8% | $4,554-98.7% | $4,156-98.6% |
| Participant deferral / active EE | $14,741 | $8,216+79.4% | $7,897+86.7% | $6,407+130.1% |
| Admin fee / account holder | $481,332 | $14,344+3255.7% | $13,129+3566.2% | $12,270+3822.8% |