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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 | $285,697 | $95,404+199.5% | $113,397+151.9% | $82,637+245.7% |
| Participation rate | 76.2% | 72.8%+3.4pp | 76.5%-0.3pp | 68.1%+8.1pp |
| Annual return | 11.95% | 19.08%-7.1pp | 23.20%-11.2pp | 53.51%-41.6pp |
| Employer contribution / active EE | $369 | $2,307-84.0% | $2,977-87.6% | $2,552-85.5% |
| Participant deferral / active EE | $10,053 | $4,220+138.2% | $5,076+98.0% | $4,126+143.6% |
| Admin fee / account holder | $5,403 | $9,168-41.1% | $11,957-54.8% | $7,339-26.4% |