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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 | $282,153 | $108,825+159.3% | $156,181+80.7% | $82,448+242.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 3.96% | 20.59%-16.6pp | 64.87%-60.9pp | 41.64%-37.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,869 | $4,577+28.2% | $6,132-4.3% | $4,139+41.8% |
| Admin fee / account holder | $11,369 | $9,341+21.7% | $14,586-22.1% | $7,234+57.1% |