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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 | $254,610 | $93,345+172.8% | $119,126+113.7% | $87,485+191.0% |
| Participation rate | 75.7% | 68.7%+7.0pp | 75.8%0pp | 68.9%+6.8pp |
| Annual return | 11.59% | 19.08%-7.5pp | 282.11%-270.5pp | 26.06%-14.5pp |
| Employer contribution / active EE | $764 | $3,172-75.9% | $4,034-81.1% | $2,596-70.6% |
| Participant deferral / active EE | $10,793 | $4,099+163.3% | $5,318+103.0% | $4,274+152.6% |
| Admin fee / account holder | $48,596 | $8,039+504.5% | $10,693+354.5% | $7,775+525.0% |