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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 | $258,298 | $87,060+196.7% | $105,591+144.6% | $80,911+219.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 9.34% | 17.05%-7.7pp | 116.43%-107.1pp | 35.63%-26.3pp |
| Employer contribution / active EE | $577 | $2,396-75.9% | $3,166-81.8% | $2,756-79.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,806 | $8,442+39.8% | $11,024+7.1% | $6,935+70.2% |