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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 | $323,644 | $165,381+95.7% | $149,730+116.2% | $158,966+103.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 5.75% | 348.29%-342.5pp | 276.70%-270.9pp | 302.95%-297.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,705 | $7,182+35.1% | $6,843+41.8% | $5,983+62.2% |
| Admin fee / account holder | $36,364 | $10,809+236.4% | $9,310+290.6% | $11,250+223.2% |