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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 | $319,055 | $69,977+355.9% | $108,582+193.8% | $62,881+407.4% |
| Participation rate | 90.9% | 72.9%+18.0pp | 79.6%+11.3pp | 69.3%+21.6pp |
| Annual return | 4.16% | 10.73%-6.6pp | -51.70%+55.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,753 | $3,165+18.6% | $4,311-12.9% | $3,203+17.2% |
| Admin fee / account holder | $28,775 | $5,076+466.8% | $7,645+276.4% | $4,296+569.9% |