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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 | $295,176 | $76,407+286.3% | $150,298+96.4% | $82,448+258.0% |
| Participation rate | 75.8% | 66.4%+9.4pp | 77.8%-1.9pp | 68.1%+7.8pp |
| Annual return | 11.29% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,193 | $3,214-31.8% | $5,453-59.8% | $4,139-47.0% |
| Admin fee / account holder | $312 | $6,352-95.1% | $14,116-97.8% | $7,234-95.7% |