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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 | $255,003 | $108,825+134.3% | $156,181+63.3% | $82,448+209.3% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 11.89% | 20.59%-8.7pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,750 | $4,577+25.6% | $6,132-6.2% | $4,139+38.9% |
| Admin fee / account holder | $13,123 | $9,341+40.5% | $14,586-10.0% | $7,234+81.4% |