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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 | $123,478+128.5% | $216,567+30.3% | $94,015+200.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 3.96% | 23.61%-19.6pp | 12.94%-9.0pp | 17.84%-13.9pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,869 | $4,556+28.8% | $6,191-5.2% | $4,249+38.1% |
| Admin fee / account holder | $11,369 | $12,753-10.9% | $21,981-48.3% | $8,951+27.0% |