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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 | $259,470 | $98,776+162.7% | $149,745+73.3% | $79,856+224.9% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 12.18% | 27.38%-15.2pp | 276.72%-264.5pp | 31.71%-19.5pp |
| Employer contribution / active EE | $370 | $3,217-88.5% | $4,646-92.0% | $2,471-85.0% |
| Participant deferral / active EE | $12,104 | $5,681+113.0% | $6,843+76.9% | $3,741+223.6% |
| Admin fee / account holder | $30,348 | $6,053+401.4% | $9,312+225.9% | $5,306+471.9% |