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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 | $252,178 | $157,270+60.3% | $141,173+78.6% | $152,870+65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.81% | 64.33%-61.5pp | 71.40%-68.6pp | 345.34%-342.5pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,000 | $7,110+167.2% | $6,710+183.2% | $5,850+224.8% |
| Admin fee / account holder | $15,000 | $12,121+23.8% | $10,262+46.2% | $11,597+29.3% |