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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 | $274,239 | $156,398+75.3% | $147,318+86.2% | $138,895+97.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.73% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $31,078 | $8,237+277.3% | $7,906+293.1% | $6,396+385.9% |
| Admin fee / account holder | $175,708 | $14,976+1073.3% | $13,708+1181.8% | $12,562+1298.7% |