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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 | $381,892 | $157,276+142.8% | $141,177+170.5% | $152,885+149.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 13.56% | 64.33%-50.8pp | 71.40%-57.8pp | 345.39%-331.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,338 | $7,110-24.9% | $6,710-20.4% | $5,851-8.8% |
| Admin fee / account holder | $11,537 | $12,123-4.8% | $10,263+12.4% | $11,598-0.5% |