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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 | $307,008 | $105,210+191.8% | $159,487+92.5% | $85,851+257.6% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.4pp | 69.3%+5.1pp |
| Annual return | 9.34% | 45.08%-35.7pp | 263.71%-254.4pp | 318.63%-309.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,823 | $5,946+65.2% | $7,354+33.6% | $3,952+148.5% |
| Admin fee / account holder | $2,717 | $6,934-60.8% | $10,804-74.9% | $6,261-56.6% |