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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 | $326,141 | $78,690+314.5% | $161,489+102.0% | $87,485+272.8% |
| Participation rate | 84.6% | 67.5%+17.2pp | 78.7%+5.9pp | 68.9%+15.7pp |
| Annual return | 9.76% | 32.74%-23.0pp | 89.72%-80.0pp | 26.06%-16.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,257 | $3,311-31.8% | $5,630-59.9% | $4,274-47.2% |
| Admin fee / account holder | $42,267 | $6,724+528.6% | $16,006+164.1% | $7,775+443.6% |