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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 | $296,170 | $171,272+72.9% | $127,803+131.7% | $152,897+93.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.0%+8.5pp | 82.5%+5.0pp |
| Annual return | 2.43% | 23.54%-21.1pp | 26.14%-23.7pp | 345.43%-343.0pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,420 | $7,043-23.1% | $6,023-10.0% | $5,851-7.4% |
| Admin fee / account holder | $18,440 | $14,540+26.8% | $9,399+96.2% | $11,599+59.0% |