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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 | $294,879 | $185,312+59.1% | $161,489+82.6% | $154,746+90.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.30% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $732 | $4,769-84.7% | $4,268-82.9% | $4,379-83.3% |
| Participant deferral / active EE | $3,050 | $6,350-52.0% | $5,630-45.8% | $6,730-54.7% |
| Admin fee / account holder | $166,251 | $18,654+791.2% | $16,006+938.7% | $14,365+1057.3% |