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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 | $397,467 | $156,398+154.1% | $147,318+169.8% | $138,895+186.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 8.72% | 78.75%-70.0pp | 70.43%-61.7pp | 145.39%-136.7pp |
| Employer contribution / active EE | $790 | $4,853-83.7% | $4,593-82.8% | $4,194-81.2% |
| Participant deferral / active EE | $2,500 | $8,237-69.7% | $7,906-68.4% | $6,396-60.9% |
| Admin fee / account holder | $6,714 | $14,976-55.2% | $13,708-51.0% | $12,562-46.6% |