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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 | $288,799 | $156,398+84.7% | $147,318+96.0% | $138,895+107.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.88% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.5pp |
| Employer contribution / active EE | $533 | $4,853-89.0% | $4,593-88.4% | $4,194-87.3% |
| Participant deferral / active EE | $12,860 | $8,237+56.1% | $7,906+62.7% | $6,396+101.1% |
| Admin fee / account holder | $17,379 | $14,976+16.0% | $13,708+26.8% | $12,562+38.3% |