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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 | $271,235 | $154,228+75.9% | $145,433+86.5% | $137,256+97.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 9.49% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $499 | $4,804-89.6% | $4,554-89.0% | $4,156-88.0% |
| Participant deferral / active EE | $2,600 | $8,216-68.4% | $7,897-67.1% | $6,407-59.4% |
| Admin fee / account holder | $5,977 | $14,344-58.3% | $13,129-54.5% | $12,270-51.3% |