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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 | $965,099 | $143,969+570.4% | $199,883+382.8% | $82,637+1067.9% |
| Participation rate | 96.0% | 84.1%+11.9pp | 86.8%+9.2pp | 68.1%+27.9pp |
| Annual return | 13.04% | 25.67%-12.6pp | 43.81%-30.8pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,008 | $4,632-78.2% | $6,261-83.9% | $2,552-60.5% |
| Participant deferral / active EE | $10,632 | $6,937+53.3% | $9,138+16.3% | $4,126+157.7% |
| Admin fee / account holder | $84,791 | $14,597+480.9% | $17,268+391.0% | $7,339+1055.4% |