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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 | $365,167 | $174,379+109.4% | $152,093+140.1% | $138,895+162.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.21% | 74.86%-67.7pp | 66.36%-59.2pp | 145.39%-138.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,339 | $6,159+84.1% | $5,451+108.0% | $6,396+77.3% |
| Admin fee / account holder | $3,290 | $16,880-80.5% | $14,497-77.3% | $12,562-73.8% |