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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 | $295,014 | $160,028+84.4% | $147,080+100.6% | $145,884+102.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 6.35% | 98.60%-92.2pp | 420.17%-413.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $662 | $5,286-87.5% | $4,933-86.6% | $4,662-85.8% |
| Participant deferral / active EE | $6,518 | $8,422-22.6% | $8,066-19.2% | $6,690-2.6% |
| Admin fee / account holder | $7,415 | $15,030-50.7% | $12,989-42.9% | $13,392-44.6% |