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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 | $285,195 | $201,370+41.6% | $184,256+54.8% | $145,897+95.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.63% | 29.05%-23.4pp | 28.85%-23.2pp | 552.29%-546.7pp |
| Employer contribution / active EE | $1,352 | $7,024-80.8% | $6,427-79.0% | $4,663-71.0% |
| Participant deferral / active EE | $3,499 | $9,808-64.3% | $9,133-61.7% | $6,689-47.7% |
| Admin fee / account holder | $39,341 | $16,364+140.4% | $13,899+183.0% | $13,390+193.8% |