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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 | $155,555+74.4% | $146,866+84.7% | $155,188+74.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 9.49% | 115.41%-105.9pp | 102.85%-93.4pp | 148.84%-139.4pp |
| Employer contribution / active EE | $499 | $4,647-89.3% | $4,425-88.7% | $4,248-88.2% |
| Participant deferral / active EE | $2,600 | $8,044-67.7% | $7,759-66.5% | $6,531-60.2% |
| Admin fee / account holder | $5,977 | $14,755-59.5% | $13,620-56.1% | $14,480-58.7% |