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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 | $299,072 | $176,786+69.2% | $146,643+103.9% | $167,536+78.5% |
| Participation rate | 76.5% | 83.6%-7.2pp | 80.1%-3.6pp | 82.1%-5.6pp |
| Annual return | 7.65% | 24.04%-16.4pp | 22.75%-15.1pp | 478.82%-471.2pp |
| Employer contribution / active EE | $155 | $5,161-97.0% | $4,137-96.2% | $4,839-96.8% |
| Participant deferral / active EE | $3,103 | $6,440-51.8% | $5,506-43.6% | $6,342-51.1% |
| Admin fee / account holder | $31,274 | $13,262+135.8% | $10,280+204.2% | $12,315+154.0% |