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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 | $256,312 | $93,598+173.8% | $135,974+88.5% | $75,173+241.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 13.67% | 30.89%-17.2pp | 68.30%-54.6pp | 160.72%-147.0pp |
| Employer contribution / active EE | $278 | $3,538-92.1% | $4,859-94.3% | $2,671-89.6% |
| Participant deferral / active EE | $5,710 | $6,405-10.9% | $7,760-26.4% | $4,126+38.4% |
| Admin fee / account holder | $10,505 | $6,978+50.6% | $10,767-2.4% | $5,651+85.9% |