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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 | $469,618 | $172,111+172.9% | $150,298+212.5% | $137,256+242.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.15% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $85 | $4,636-98.2% | $4,154-98.0% | $4,156-98.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,458 | $16,471-18.3% | $14,116-4.7% | $12,270+9.7% |