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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 | $279,655 | $97,550+186.7% | $120,344+132.4% | $87,485+219.7% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.7%+16.1pp | 68.9%+23.9pp |
| Annual return | 9.92% | 18.41%-8.5pp | 20.30%-10.4pp | 26.06%-16.1pp |
| Employer contribution / active EE | $213 | $2,291-90.7% | $3,020-92.9% | $2,596-91.8% |
| Participant deferral / active EE | $6,222 | $4,230+47.1% | $5,135+21.2% | $4,274+45.6% |
| Admin fee / account holder | $7,605 | $9,543-20.3% | $12,742-40.3% | $7,775-2.2% |