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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 | $283,237 | $212,386+33.4% | $199,883+41.7% | $138,895+103.9% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 7.07% | 47.75%-40.7pp | 43.81%-36.7pp | 145.39%-138.3pp |
| Employer contribution / active EE | $1,317 | $6,625-80.1% | $6,261-79.0% | $4,194-68.6% |
| Participant deferral / active EE | $6,244 | $9,617-35.1% | $9,138-31.7% | $6,396-2.4% |
| Admin fee / account holder | $254,705 | $18,233+1296.9% | $17,268+1375.0% | $12,562+1927.6% |