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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 | $308,152 | $80,983+280.5% | $96,544+219.2% | $75,177+309.9% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 11.79% | 27.05%-15.3pp | 25.88%-14.1pp | 160.75%-149.0pp |
| Employer contribution / active EE | $352 | $2,282-84.6% | $2,966-88.1% | $2,671-86.8% |
| Participant deferral / active EE | $7,038 | $3,929+79.2% | $4,851+45.1% | $4,126+70.6% |
| Admin fee / account holder | $4,097 | $6,717-39.0% | $8,254-50.4% | $5,651-27.5% |