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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 | $460,305 | $185,312+148.4% | $161,489+185.0% | $154,746+197.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.36% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $468 | $4,769-90.2% | $4,268-89.0% | $4,379-89.3% |
| Participant deferral / active EE | $13,010 | $6,350+104.9% | $5,630+131.1% | $6,730+93.3% |
| Admin fee / account holder | $8,007 | $18,654-57.1% | $16,006-50.0% | $14,365-44.3% |