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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 | $314,930 | $201,370+56.4% | $184,256+70.9% | $145,897+115.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.62% | 29.05%-20.4pp | 28.85%-20.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,000 | $9,808+205.9% | $9,133+228.5% | $6,689+348.5% |
| Admin fee / account holder | $5,101 | $16,364-68.8% | $13,899-63.3% | $13,390-61.9% |