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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 | $282,153 | $115,931+143.4% | $185,441+52.2% | $86,983+224.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 3.96% | 21.47%-17.5pp | 20.16%-16.2pp | 25.83%-21.9pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,869 | $4,551+29.0% | $6,152-4.6% | $4,194+39.9% |
| Admin fee / account holder | $11,369 | $10,687+6.4% | $17,890-36.5% | $7,856+44.7% |