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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 | $282,235 | $136,860+106.2% | $120,344+134.5% | $154,746+82.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 3.00% | 21.38%-18.4pp | 20.30%-17.3pp | 172.34%-169.3pp |
| Employer contribution / active EE | $432 | $3,533-87.8% | $3,020-85.7% | $4,379-90.1% |
| Participant deferral / active EE | $2,879 | $5,793-50.3% | $5,135-43.9% | $6,730-57.2% |
| Admin fee / account holder | $933 | $15,393-93.9% | $12,742-92.7% | $14,365-93.5% |