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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 | $313,894 | $178,174+76.2% | $156,181+101.0% | $137,256+128.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 9.12% | 84.19%-75.1pp | 64.87%-55.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,140 | $6,888-25.4% | $6,132-16.2% | $6,407-19.8% |
| Admin fee / account holder | $4,902 | $17,404-71.8% | $14,586-66.4% | $12,270-60.0% |