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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 | $157,304+535.0% | $141,197+607.4% | $152,909+553.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 6.18% | 64.34%-58.2pp | 71.41%-65.2pp | 345.46%-339.3pp |
| Employer contribution / active EE | $698 | $5,263-86.7% | $4,736-85.3% | $4,764-85.3% |
| Participant deferral / active EE | $5,982 | $7,111-15.9% | $6,710-10.8% | $5,851+2.2% |
| Admin fee / account holder | $371 | $12,126-96.9% | $10,265-96.4% | $11,601-96.8% |