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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 | $96,731+224.0% | $123,973+152.8% | $86,983+260.3% |
| Participation rate | 92.1% | 70.0%+22.1pp | 76.7%+15.4pp | 69.5%+22.6pp |
| Annual return | 10.90% | 17.33%-6.4pp | 388.13%-377.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | -$29 | $3,297-100.9% | $4,126-100.7% | $2,584-101.1% |
| Participant deferral / active EE | $12,233 | $4,152+194.6% | $5,247+133.2% | $4,194+191.7% |
| Admin fee / account holder | $39,071 | $8,722+347.9% | $11,799+231.1% | $7,856+397.3% |