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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 | $95,453+193.0% | $112,040+149.6% | $82,448+239.2% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 9.92% | 23.92%-14.0pp | 24.52%-14.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $213 | $2,318-90.8% | $2,954-92.8% | $2,551-91.6% |
| Participant deferral / active EE | $6,222 | $4,224+47.3% | $5,098+22.1% | $4,139+50.3% |
| Admin fee / account holder | $7,605 | $9,013-15.6% | $12,098-37.1% | $7,234+5.1% |