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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 | $316,169 | $98,776+220.1% | $149,745+111.1% | $79,856+295.9% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.8pp |
| Annual return | 4.33% | 27.38%-23.0pp | 276.72%-272.4pp | 31.71%-27.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,794 | $5,681+107.6% | $6,843+72.3% | $3,741+215.3% |
| Admin fee / account holder | $16,390 | $6,053+170.8% | $9,312+76.0% | $5,306+208.9% |