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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 | $316,425 | $157,276+101.2% | $141,177+124.1% | $152,885+107.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.51% | 64.33%-49.8pp | 71.40%-56.9pp | 345.39%-330.9pp |
| Employer contribution / active EE | $272 | $5,262-94.8% | $4,736-94.3% | $4,763-94.3% |
| Participant deferral / active EE | $8,423 | $7,110+18.5% | $6,710+25.5% | $5,851+44.0% |
| Admin fee / account holder | $96,517 | $12,123+696.2% | $10,263+840.4% | $11,598+732.2% |