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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 | $156,398+273.6% | $147,318+296.7% | $138,895+320.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.97% | 78.75%-71.8pp | 70.43%-63.5pp | 145.39%-138.4pp |
| Employer contribution / active EE | $58 | $4,853-98.8% | $4,593-98.7% | $4,194-98.6% |
| Participant deferral / active EE | $14,741 | $8,237+79.0% | $7,906+86.4% | $6,396+130.5% |
| Admin fee / account holder | $481,332 | $14,976+3114.1% | $13,708+3411.4% | $12,562+3731.6% |