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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 | $260,666 | $156,398+66.7% | $147,318+76.9% | $138,895+87.7% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 10.46% | 78.75%-68.3pp | 70.43%-60.0pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,705 | $8,237-67.2% | $7,906-65.8% | $6,396-57.7% |
| Admin fee / account holder | $4,781 | $14,976-68.1% | $13,708-65.1% | $12,562-61.9% |