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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 | $78,520+578.8% | $96,576+451.9% | $82,448+546.5% |
| Participation rate | 73.0% | 77.7%-4.8pp | 81.4%-8.5pp | 68.1%+4.9pp |
| Annual return | 13.58% | 41.30%-27.7pp | 38.47%-24.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,834 | $6,754+75.2% | $7,956+48.7% | $4,139+185.9% |
| Admin fee / account holder | $1,324 | $13,455-90.2% | $11,381-88.4% | $7,234-81.7% |