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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 | $296,226 | $106,008+179.4% | $92,240+221.1% | $147,586+100.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.09% | 50.05%-42.0pp | 176.29%-168.2pp | 578.59%-570.5pp |
| Employer contribution / active EE | $543 | $4,333-87.5% | $3,680-85.2% | $4,876-88.9% |
| Participant deferral / active EE | $11,868 | $4,478+165.0% | $3,897+204.5% | $5,439+118.2% |
| Admin fee / account holder | $3,035 | $6,333-52.1% | $5,194-41.6% | $10,886-72.1% |