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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 | $271,819 | $154,228+76.2% | $145,433+86.9% | $137,256+98.0% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 9.63% | 74.59%-65.0pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $327 | $4,804-93.2% | $4,554-92.8% | $4,156-92.1% |
| Participant deferral / active EE | $6,240 | $8,216-24.1% | $7,897-21.0% | $6,407-2.6% |
| Admin fee / account holder | $5,909 | $14,344-58.8% | $13,129-55.0% | $12,270-51.8% |