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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 | $384,823 | $129,737+196.6% | $119,126+223.0% | $154,746+148.7% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 7.13% | 379.08%-371.9pp | 282.11%-275.0pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,951 | $5,842+19.0% | $5,318+30.7% | $6,730+3.3% |
| Admin fee / account holder | $6,645 | $11,961-44.4% | $10,693-37.9% | $14,365-53.7% |