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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 | $1,678,608-79.9% | $1,649,201-79.6% | $483,350-30.3% |
| Participation rate | 100.0% | 94.7%+5.3pp | 94.8%+5.2pp | 89.0%+11.0pp |
| Annual return | 10.38% | -6.95%+17.3pp | -6.87%+17.3pp | 533.38%-523.0pp |
| Employer contribution / active EE | $6,509 | $14,775-55.9% | $16,292-60.0% | $9,034-28.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,734-100.0% | $6,196-100.0% |
| Admin fee / account holder | $23,267 | $183,436-87.3% | $177,666-86.9% | $41,445-43.9% |