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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 | $267,303 | $148,623+79.9% | $135,974+96.6% | $139,466+91.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 10.55% | 79.30%-68.7pp | 68.30%-57.8pp | 373.66%-363.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,200 | $8,103+25.9% | $7,760+31.4% | $6,712+52.0% |
| Admin fee / account holder | $10,025 | $12,406-19.2% | $10,767-6.9% | $11,409-12.1% |