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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 | $334,188 | $148,629+124.8% | $135,982+145.8% | $139,487+139.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.10% | 79.33%-67.2pp | 68.32%-56.2pp | 373.84%-361.7pp |
| Employer contribution / active EE | $210 | $5,247-96.0% | $4,859-95.7% | $4,755-95.6% |
| Participant deferral / active EE | $12,000 | $8,102+48.1% | $7,760+54.6% | $6,713+78.8% |
| Admin fee / account holder | $2,491 | $12,406-79.9% | $10,767-76.9% | $11,407-78.2% |