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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 | $254,909 | $138,393+84.2% | $184,256+38.3% | $80,959+214.9% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.7%+4.3pp |
| Annual return | 8.38% | 20.01%-11.6pp | 28.85%-20.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,627 | $7,076-34.6% | $9,133-49.3% | $4,300+7.6% |
| Admin fee / account holder | $7,359 | $10,489-29.8% | $13,899-47.1% | $6,925+6.3% |