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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 | $138,312+104.1% | $122,979+129.5% | $155,188+81.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 3.00% | 22.06%-19.1pp | 20.12%-17.1pp | 148.84%-145.8pp |
| Employer contribution / active EE | $432 | $3,530-87.8% | $3,062-85.9% | $4,248-89.8% |
| Participant deferral / active EE | $2,879 | $5,592-48.5% | $5,003-42.5% | $6,531-55.9% |
| Admin fee / account holder | $933 | $15,089-93.8% | $12,864-92.7% | $14,480-93.6% |