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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 | $313,435 | $88,672+253.5% | $105,223+197.9% | $82,448+280.2% |
| Participation rate | 92.1% | 67.9%+24.2pp | 75.0%+17.1pp | 68.1%+24.0pp |
| Annual return | 10.90% | 30.86%-20.0pp | 180.65%-169.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | -$29 | $3,048-100.9% | $3,689-100.8% | $2,551-101.1% |
| Participant deferral / active EE | $12,233 | $4,036+203.1% | $5,072+141.2% | $4,139+195.5% |
| Admin fee / account holder | $39,071 | $7,146+446.7% | $8,859+341.0% | $7,234+440.1% |