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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 | $104,098+168.6% | $140,514+99.0% | $94,015+197.5% |
| Participation rate | 92.9% | 73.7%+19.1pp | 77.8%+15.1pp | 70.8%+22.0pp |
| Annual return | 9.92% | 15.14%-5.2pp | 14.36%-4.4pp | 17.84%-7.9pp |
| Employer contribution / active EE | $213 | $2,388-91.1% | $3,378-93.7% | $2,790-92.4% |
| Participant deferral / active EE | $6,222 | $4,033+54.3% | $4,919+26.5% | $4,249+46.4% |
| Admin fee / account holder | $7,605 | $10,439-27.1% | $13,697-44.5% | $8,951-15.0% |