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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 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 | $299,808 | $206,041+45.5% | $201,416+48.8% | $330,599-9.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.7%+56.3pp |
| Annual return | -0.05% | 7.46%-7.5pp | 8.10%-8.1pp | 13.05%-13.1pp |
| Employer contribution / active EE | $500 | $34,689-98.6% | $28,649-98.3% | $37,664-98.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $2,333 | $63,103-96.3% | $60,136-96.1% | $31,365-92.6% |