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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 | $842,822 | $72,027+1070.1% | $185,835+353.5% | $79,852+955.5% |
| Participation rate | 71.9% | 65.8%+6.1pp | 78.0%-6.2pp | 69.6%+2.2pp |
| Annual return | 1.51% | 23.13%-21.6pp | 35.96%-34.4pp | 31.72%-30.2pp |
| Employer contribution / active EE | $25 | $1,965-98.7% | $4,087-99.4% | $2,471-99.0% |
| Participant deferral / active EE | $9,456 | $3,780+150.2% | $5,633+67.9% | $3,740+152.8% |
| Admin fee / account holder | $1,159 | $4,513-74.3% | $9,502-87.8% | $5,306-78.2% |