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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 | $262,490 | $284,927-7.9% | $210,053+25.0% | $382,429-31.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 14.74% | 281.55%-266.8pp | 232.76%-218.0pp | 248.85%-234.1pp |
| Employer contribution / active EE | $7,143 | $6,452+10.7% | $4,521+58.0% | $8,036-11.1% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $3,132 | $19,753-84.1% | $16,990-81.6% | $30,732-89.8% |