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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 | $77,358+589.0% | $102,184+421.6% | $87,485+509.2% |
| Participation rate | 73.0% | 78.7%-5.7pp | 82.6%-9.6pp | 68.9%+4.0pp |
| Annual return | 13.58% | 41.11%-27.5pp | 31.58%-18.0pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,834 | $6,753+75.3% | $8,309+42.4% | $4,274+176.9% |
| Admin fee / account holder | $1,324 | $6,809-80.5% | $11,609-88.6% | $7,775-83.0% |