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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 | $998,812 | $157,270+535.1% | $141,173+607.5% | $152,870+553.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 6.18% | 64.33%-58.1pp | 71.40%-65.2pp | 345.34%-339.2pp |
| Employer contribution / active EE | $698 | $5,261-86.7% | $4,735-85.3% | $4,763-85.3% |
| Participant deferral / active EE | $5,982 | $7,110-15.9% | $6,710-10.8% | $5,850+2.3% |
| Admin fee / account holder | $371 | $12,121-96.9% | $10,262-96.4% | $11,597-96.8% |