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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 | $821,658-59.0% | $740,967-54.5% | $382,429-11.9% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 10.38% | 11.77%-1.4pp | 11.85%-1.5pp | 248.85%-238.5pp |
| Employer contribution / active EE | $6,509 | $11,052-41.1% | $10,506-38.0% | $8,036-19.0% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $23,267 | $85,347-72.7% | $75,689-69.3% | $30,732-24.3% |