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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 | $294,099 | $124,425+136.4% | $112,040+162.5% | $137,256+114.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.50% | 24.72%-17.2pp | 24.52%-17.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $751 | $3,411-78.0% | $2,954-74.6% | $4,156-81.9% |
| Participant deferral / active EE | $3,002 | $5,718-47.5% | $5,098-41.1% | $6,407-53.1% |
| Admin fee / account holder | $84,567 | $15,207+456.1% | $12,098+599.0% | $12,270+589.2% |