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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 | $289,295 | $108,825+165.8% | $156,181+85.2% | $82,448+250.9% |
| Participation rate | 85.3% | 72.4%+12.9pp | 78.8%+6.5pp | 68.1%+17.2pp |
| Annual return | 9.17% | 20.59%-11.4pp | 64.87%-55.7pp | 41.64%-32.5pp |
| Employer contribution / active EE | $311 | $2,870-89.2% | $4,294-92.8% | $2,551-87.8% |
| Participant deferral / active EE | $4,681 | $4,577+2.3% | $6,132-23.7% | $4,139+13.1% |
| Admin fee / account holder | $4,842 | $9,341-48.2% | $14,586-66.8% | $7,234-33.1% |