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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 | $290,832 | $117,904+146.7% | $102,457+183.9% | $145,978+99.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.26% | 31.80%-27.5pp | 29.41%-25.1pp | 550.52%-546.3pp |
| Employer contribution / active EE | $777 | $3,613-78.5% | $3,022-74.3% | $4,662-83.3% |
| Participant deferral / active EE | $2,850 | $5,733-50.3% | $5,054-43.6% | $6,690-57.4% |
| Admin fee / account holder | $10,887 | $13,329-18.3% | $9,451+15.2% | $13,400-18.8% |