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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 | $280,068 | $161,352+73.6% | $134,172+108.7% | $137,256+104.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 8.29% | 28.72%-20.4pp | 25.30%-17.0pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $26,500 | $5,552+377.3% | $4,690+465.0% | $6,407+313.6% |
| Admin fee / account holder | $90,093 | $15,028+499.5% | $12,016+649.8% | $12,270+634.2% |