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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 | $278,603 | $227,291+22.6% | $214,702+29.8% | $155,188+79.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 1.06% | 60.08%-59.0pp | 54.55%-53.5pp | 148.84%-147.8pp |
| Employer contribution / active EE | $563 | $6,772-91.7% | $6,461-91.3% | $4,248-86.8% |
| Participant deferral / active EE | $16,198 | $9,582+69.0% | $9,147+77.1% | $6,531+148.0% |
| Admin fee / account holder | $2,038 | $20,413-90.0% | $19,830-89.7% | $14,480-85.9% |