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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 | $269,618 | $159,934+68.6% | $147,005+83.4% | $145,959+84.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.66% | 98.24%-90.6pp | 418.76%-411.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $400 | $5,287-92.4% | $4,934-91.9% | $4,661-91.4% |
| Participant deferral / active EE | $17,833 | $8,427+111.6% | $8,070+121.0% | $6,689+166.6% |
| Admin fee / account holder | $4,149 | $15,053-72.4% | $13,006-68.1% | $13,398-69.0% |