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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 | $795,179 | $176,120+351.5% | $159,487+398.6% | $167,553+374.6% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 2.98% | 331.95%-329.0pp | 263.71%-260.7pp | 478.89%-475.9pp |
| Employer contribution / active EE | $489 | $5,299-90.8% | $4,831-89.9% | $4,840-89.9% |
| Participant deferral / active EE | $4,398 | $7,752-43.3% | $7,354-40.2% | $6,343-30.7% |
| Admin fee / account holder | $340 | $12,561-97.3% | $10,804-96.9% | $12,316-97.2% |