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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 | $405,742 | $145,431+179.0% | $211,142+92.2% | $87,485+363.8% |
| Participation rate | 90.5% | 84.7%+5.7pp | 87.3%+3.2pp | 68.9%+21.5pp |
| Annual return | 10.58% | 27.21%-16.6pp | 46.84%-36.3pp | 26.06%-15.5pp |
| Employer contribution / active EE | $815 | $4,662-82.5% | $6,442-87.3% | $2,596-68.6% |
| Participant deferral / active EE | $17,646 | $6,859+157.3% | $9,284+90.1% | $4,274+312.9% |
| Admin fee / account holder | $7,053 | $17,052-58.6% | $19,076-63.0% | $7,775-9.3% |