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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 | $289,295 | $123,478+134.3% | $216,567+33.6% | $94,015+207.7% |
| Participation rate | 85.3% | 75.1%+10.2pp | 81.6%+3.7pp | 70.8%+14.5pp |
| Annual return | 9.17% | 23.61%-14.4pp | 12.94%-3.8pp | 17.84%-8.7pp |
| Employer contribution / active EE | $311 | $3,136-90.1% | $5,216-94.0% | $2,790-88.9% |
| Participant deferral / active EE | $4,681 | $4,556+2.7% | $6,191-24.4% | $4,249+10.2% |
| Admin fee / account holder | $4,842 | $12,753-62.0% | $21,981-78.0% | $8,951-45.9% |