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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 | $406,164 | $209,428+93.9% | $178,498+127.5% | $158,950+155.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.77% | 188.78%-185.0pp | 151.09%-147.3pp | 302.91%-299.1pp |
| Employer contribution / active EE | $911 | $5,707-84.0% | $5,011-81.8% | $4,762-80.9% |
| Participant deferral / active EE | $7,429 | $5,955+24.7% | $5,202+42.8% | $5,983+24.2% |
| Admin fee / account holder | $3,903 | $17,077-77.1% | $13,985-72.1% | $11,248-65.3% |