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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 | $273,624 | $95,453+186.7% | $112,040+144.2% | $82,448+231.9% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.5%+21.1pp | 68.1%+29.5pp |
| Annual return | 9.48% | 23.92%-14.4pp | 24.52%-15.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,483 | $4,224+77.2% | $5,098+46.8% | $4,139+80.8% |
| Admin fee / account holder | $1,744 | $9,013-80.6% | $12,098-85.6% | $7,234-75.9% |