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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 | $305,388 | $105,210+190.3% | $159,487+91.5% | $85,851+255.7% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 10.13% | 45.08%-34.9pp | 263.71%-253.6pp | 318.63%-308.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,005 | $5,946+118.7% | $7,354+76.9% | $3,952+229.0% |
| Admin fee / account holder | $11,998 | $6,934+73.0% | $10,804+11.1% | $6,261+91.6% |