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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 | $300,966 | $155,555+93.5% | $146,866+104.9% | $155,188+93.9% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.5%+7.0pp | 80.8%+8.7pp |
| Annual return | 9.47% | 115.41%-105.9pp | 102.85%-93.4pp | 148.84%-139.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,139 | $8,044+26.0% | $7,759+30.7% | $6,531+55.2% |
| Admin fee / account holder | $5,276 | $14,755-64.2% | $13,620-61.3% | $14,480-63.6% |