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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 | $253,599 | $102,422+147.6% | $147,117+72.4% | $80,959+213.2% |
| Participation rate | 77.1% | 75.9%+1.2pp | 82.2%-5.1pp | 67.7%+9.4pp |
| Annual return | 11.03% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $846 | $3,717-77.2% | $4,932-82.8% | $2,757-69.3% |
| Participant deferral / active EE | $7,931 | $6,652+19.2% | $8,065-1.7% | $4,300+84.4% |
| Admin fee / account holder | $30,224 | $7,953+280.0% | $12,993+132.6% | $6,925+336.4% |