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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 | $304,998 | $99,875+205.4% | $146,866+107.7% | $86,983+250.6% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.5%+22.1pp |
| Annual return | 13.44% | 28.10%-14.7pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,307 | $6,322+78.8% | $7,759+45.7% | $4,194+169.6% |
| Admin fee / account holder | $22,295 | $7,838+184.5% | $13,620+63.7% | $7,856+183.8% |