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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 | $300,746 | $106,524+182.3% | $152,301+97.5% | $87,485+243.8% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.4%+12.3pp | 68.9%+25.8pp |
| Annual return | 13.07% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,627 | $6,525+154.8% | $8,004+107.7% | $4,274+289.1% |
| Admin fee / account holder | $45,910 | $8,287+454.0% | $14,398+218.9% | $7,775+490.5% |