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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 | $337,003 | $473,124-28.8% | $473,124-28.8% | $352,355-4.4% |
| Participation rate | 100.0% | 98.7%+1.3pp | 98.7%+1.3pp | 89.9%+10.1pp |
| Annual return | 10.38% | -10.23%+20.6pp | -10.23%+20.6pp | 910.77%-900.4pp |
| Employer contribution / active EE | $6,509 | $11,189-41.8% | $11,189-41.8% | $9,649-32.5% |
| Participant deferral / active EE | $0 | $8,440-100.0% | $8,440-100.0% | $6,422-100.0% |
| Admin fee / account holder | $23,267 | $17,215+35.2% | $17,215+35.2% | $32,261-27.9% |