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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 | $569,013 | $157,276+261.8% | $141,177+303.0% | $152,885+272.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.80% | 64.33%-50.5pp | 71.40%-57.6pp | 345.39%-331.6pp |
| Employer contribution / active EE | $600 | $5,262-88.6% | $4,736-87.3% | $4,763-87.4% |
| Participant deferral / active EE | $13,100 | $7,110+84.2% | $6,710+95.2% | $5,851+123.9% |
| Admin fee / account holder | $23,460 | $12,123+93.5% | $10,263+128.6% | $11,598+102.3% |