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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 | $532,988 | $78,197+581.6% | $98,090+443.4% | $82,637+545.0% |
| Participation rate | 73.0% | 77.5%-4.5pp | 81.5%-8.6pp | 68.1%+4.9pp |
| Annual return | 13.58% | 40.25%-26.7pp | 37.05%-23.5pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,834 | $6,636+78.3% | $7,845+50.9% | $4,126+186.8% |
| Admin fee / account holder | $1,324 | $14,832-91.1% | $11,815-88.8% | $7,339-82.0% |