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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 | $261,450 | $111,535+134.4% | $105,223+148.5% | $137,256+90.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 7.22% | 237.85%-230.6pp | 180.65%-173.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,145 | $5,500+84.5% | $5,072+100.0% | $6,407+58.4% |
| Admin fee / account holder | $2,581 | $9,721-73.4% | $8,859-70.9% | $12,270-79.0% |