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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 | $266,377 | $87,166+205.6% | $76,735+247.1% | $137,256+94.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 2.17% | 26.50%-24.3pp | 29.77%-27.6pp | 220.34%-218.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,933 | $4,726+25.5% | $4,088+45.1% | $6,407-7.4% |
| Admin fee / account holder | $484,844 | $8,403+5669.8% | $7,189+6643.9% | $12,270+3851.4% |