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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 | $77,814+319.1% | $158,223+106.1% | $86,983+274.9% |
| Participation rate | 84.6% | 68.4%+16.2pp | 79.2%+5.4pp | 69.5%+15.1pp |
| Annual return | 9.76% | 30.54%-20.8pp | 52.09%-42.3pp | 25.83%-16.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,257 | $3,270-31.0% | $5,467-58.7% | $4,194-46.2% |
| Admin fee / account holder | $42,267 | $5,879+618.9% | $16,047+163.4% | $7,856+438.0% |