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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,115,127 | $358,152+211.4% | $345,870+222.4% | $461,066+141.9% |
| Participation rate | 100.0% | 90.7%+9.3pp | 91.2%+8.8pp | 87.7%+12.3pp |
| Annual return | 7.43% | -10.67%+18.1pp | -10.24%+17.7pp | 484.84%-477.4pp |
| Employer contribution / active EE | $35,000 | $6,073+476.3% | $5,845+498.8% | $9,163+282.0% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $2,984-100.0% | $6,032-100.0% |
| Admin fee / account holder | $15,548 | $35,126-55.7% | $33,207-53.2% | $28,147-44.8% |