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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 | $274,013 | $93,589+192.8% | $135,942+101.6% | $75,181+264.5% |
| Participation rate | 79.4% | 75.2%+4.2pp | 81.9%-2.5pp | 67.2%+12.2pp |
| Annual return | 11.63% | 30.90%-19.3pp | 68.28%-56.6pp | 160.69%-149.1pp |
| Employer contribution / active EE | $759 | $3,537-78.6% | $4,858-84.4% | $2,671-71.6% |
| Participant deferral / active EE | $6,619 | $6,405+3.3% | $7,759-14.7% | $4,126+60.4% |
| Admin fee / account holder | $2,955 | $6,977-57.6% | $10,764-72.5% | $5,650-47.7% |