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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 | $476,029 | $284,880+67.1% | $203,445+134.0% | $461,066+3.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 76.8%+23.2pp | 87.7%+12.3pp |
| Annual return | 9.74% | -8.16%+17.9pp | -5.67%+15.4pp | 484.84%-475.1pp |
| Employer contribution / active EE | $27,387 | $6,840+300.4% | $4,770+474.1% | $9,163+198.9% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $3,908-100.0% | $6,032-100.0% |
| Admin fee / account holder | $817 | $17,257-95.3% | $14,231-94.3% | $28,147-97.1% |