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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 | $337,353 | $209,336+61.2% | $197,124+71.1% | $137,256+145.8% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 9.92% | 48.09%-38.2pp | 44.34%-34.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $313 | $6,591-95.3% | $6,227-95.0% | $4,156-92.5% |
| Participant deferral / active EE | $16,769 | $9,614+74.4% | $9,135+83.6% | $6,407+161.7% |
| Admin fee / account holder | $82,643 | $17,308+377.5% | $16,298+407.1% | $12,270+573.5% |