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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 | $114,712+152.2% | $173,730+66.5% | $87,485+230.7% |
| Participation rate | 85.3% | 73.0%+12.3pp | 79.6%+5.7pp | 68.9%+16.4pp |
| Annual return | 9.17% | 20.18%-11.0pp | 19.96%-10.8pp | 26.06%-16.9pp |
| Employer contribution / active EE | $311 | $2,904-89.3% | $4,577-93.2% | $2,596-88.0% |
| Participant deferral / active EE | $4,681 | $4,642+0.9% | $6,326-26.0% | $4,274+9.5% |
| Admin fee / account holder | $4,842 | $10,210-52.6% | $17,523-72.4% | $7,775-37.7% |