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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 | $253,225 | $1,004,018-74.8% | $913,199-72.3% | $428,746-40.9% |
| Participation rate | 100.0% | 93.9%+6.1pp | 93.9%+6.1pp | 88.2%+11.8pp |
| Annual return | 12.77% | -6.12%+18.9pp | -5.65%+18.4pp | 331.92%-319.2pp |
| Employer contribution / active EE | $5,358 | $11,046-51.5% | $10,753-50.2% | $8,363-35.9% |
| Participant deferral / active EE | $0 | $7,319-100.0% | $6,996-100.0% | $5,961-100.0% |
| Admin fee / account holder | $15,756 | $103,815-84.8% | $93,515-83.2% | $31,735-50.3% |