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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 | $1,092,281-76.8% | $1,069,083-76.3% | $461,066-45.1% |
| Participation rate | 100.0% | 93.8%+6.2pp | 94.0%+6.0pp | 87.7%+12.3pp |
| Annual return | 12.77% | -6.70%+19.5pp | -6.55%+19.3pp | 484.84%-472.1pp |
| Employer contribution / active EE | $5,358 | $11,901-55.0% | $12,724-57.9% | $9,163-41.5% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $5,322-100.0% | $6,032-100.0% |
| Admin fee / account holder | $15,756 | $108,375-85.5% | $104,587-84.9% | $28,147-44.0% |