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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 | $295,176 | $75,541+290.8% | $152,093+94.1% | $82,637+257.2% |
| Participation rate | 75.8% | 66.5%+9.3pp | 77.8%-1.9pp | 68.1%+7.8pp |
| Annual return | 11.29% | 32.56%-21.3pp | 66.36%-55.1pp | 53.51%-42.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,193 | $3,206-31.6% | $5,451-59.8% | $4,126-46.9% |
| Admin fee / account holder | $312 | $6,405-95.1% | $14,497-97.9% | $7,339-95.8% |