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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 | $302,557 | $124,425+143.2% | $112,040+170.0% | $137,256+120.4% |
| Participation rate | 79.2% | 79.3%-0.1pp | 76.5%+2.7pp | 80.0%-0.8pp |
| Annual return | 10.09% | 24.72%-14.6pp | 24.52%-14.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $284 | $3,411-91.7% | $2,954-90.4% | $4,156-93.2% |
| Participant deferral / active EE | $5,685 | $5,718-0.6% | $5,098+11.5% | $6,407-11.3% |
| Admin fee / account holder | $70,160 | $15,207+361.4% | $12,098+479.9% | $12,270+471.8% |