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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 | $275,901 | $132,634+108.0% | $115,768+138.3% | $137,256+101.0% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.4%+8.0pp | 80.0%+2.4pp |
| Annual return | 8.76% | 160.70%-151.9pp | 100.46%-91.7pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,959 | $5,619-47.3% | $4,917-39.8% | $6,407-53.8% |
| Admin fee / account holder | $25,535 | $15,028+69.9% | $12,439+105.3% | $12,270+108.1% |