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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 | $102,429+147.6% | $147,096+72.4% | $80,925+213.4% |
| Participation rate | 77.1% | 75.9%+1.2pp | 82.2%-5.1pp | 67.7%+9.4pp |
| Annual return | 11.03% | 135.02%-124.0pp | 419.75%-408.7pp | 35.65%-24.6pp |
| Employer contribution / active EE | $846 | $3,716-77.2% | $4,936-82.9% | $2,756-69.3% |
| Participant deferral / active EE | $7,931 | $6,649+19.3% | $8,071-1.7% | $4,299+84.5% |
| Admin fee / account holder | $30,224 | $7,957+279.8% | $13,005+132.4% | $6,940+335.5% |