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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 | $300,540 | $59,839+402.2% | $81,991+266.6% | $79,852+276.4% |
| Participation rate | 92.9% | 61.6%+31.2pp | 69.3%+23.6pp | 69.6%+23.2pp |
| Annual return | 10.27% | 17.56%-7.3pp | 41.31%-31.0pp | 31.72%-21.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,157 | $2,695+165.5% | $3,722+92.3% | $3,740+91.3% |
| Admin fee / account holder | $33,106 | $4,287+672.2% | $5,665+484.4% | $5,306+523.9% |