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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 | $277,646 | $110,379+151.5% | $102,412+171.1% | $145,884+90.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.69% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,900 | $5,622+182.8% | $5,060+214.2% | $6,690+137.7% |
| Admin fee / account holder | $1,393 | $9,745-85.7% | $8,388-83.4% | $13,392-89.6% |