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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 | $138,366+84.2% | $184,185+38.4% | $80,911+215.1% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.6%+4.4pp |
| Annual return | 8.38% | 20.02%-11.6pp | 28.81%-20.4pp | 35.63%-27.3pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,627 | $7,074-34.6% | $9,132-49.3% | $4,297+7.7% |
| Admin fee / account holder | $7,359 | $10,484-29.8% | $13,909-47.1% | $6,935+6.1% |