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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 | $343,140 | $153,769+123.2% | $133,975+156.1% | $273,972+25.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.69% | 36.51%-33.8pp | 29.29%-26.6pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,092 | $6,029-81.9% | $5,211-79.1% | $4,869-77.6% |
| Participant deferral / active EE | $12,500 | $6,958+79.6% | $6,282+99.0% | $5,287+136.4% |
| Admin fee / account holder | $477 | $11,765-95.9% | $9,324-94.9% | $10,133-95.3% |