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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 | $491,653 | $110,240+346.0% | $96,544+409.3% | $139,487+252.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 3.78% | 26.41%-22.6pp | 25.88%-22.1pp | 373.84%-370.1pp |
| Employer contribution / active EE | $25 | $3,622-99.3% | $2,966-99.2% | $4,755-99.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $16,477 | $11,602+42.0% | $8,254+99.6% | $11,407+44.4% |