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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 | $262,069 | $102,609+155.4% | $98,090+167.2% | $138,895+88.7% |
| Participation rate | 77.3% | 82.8%-5.5pp | 81.5%-4.3pp | 79.9%-2.6pp |
| Annual return | 10.36% | 36.44%-26.1pp | 37.05%-26.7pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,453 | $8,167-21.0% | $7,845-17.7% | $6,396+0.9% |
| Admin fee / account holder | $45,293 | $11,434+296.1% | $11,815+283.3% | $12,562+260.5% |