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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 | $77,814+279.3% | $158,223+86.6% | $86,983+239.3% |
| Participation rate | 75.8% | 68.4%+7.4pp | 79.2%-3.4pp | 69.5%+6.3pp |
| Annual return | 11.29% | 30.54%-19.3pp | 52.09%-40.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,193 | $3,270-32.9% | $5,467-59.9% | $4,194-47.7% |
| Admin fee / account holder | $312 | $5,879-94.7% | $16,047-98.1% | $7,856-96.0% |