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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 | $427,671 | $175,259+144.0% | $149,723+185.6% | $139,487+206.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 7.22% | 166.82%-159.6pp | 134.50%-127.3pp | 373.84%-366.6pp |
| Employer contribution / active EE | $854 | $5,478-84.4% | $4,821-82.3% | $4,755-82.0% |
| Participant deferral / active EE | $10,000 | $6,522+53.3% | $5,682+76.0% | $6,713+49.0% |
| Admin fee / account holder | $24,599 | $16,158+52.2% | $13,215+86.1% | $11,407+115.6% |