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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 | $277,123 | $176,120+57.3% | $159,487+73.8% | $167,553+65.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.61% | 331.95%-323.3pp | 263.71%-255.1pp | 478.89%-470.3pp |
| Employer contribution / active EE | $137 | $5,299-97.4% | $4,831-97.2% | $4,840-97.2% |
| Participant deferral / active EE | $10,400 | $7,752+34.2% | $7,354+41.4% | $6,343+64.0% |
| Admin fee / account holder | $1,524 | $12,561-87.9% | $10,804-85.9% | $12,316-87.6% |