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Participant 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 | $273,857 | $457,257-40.1% | $460,228-40.5% | $405,731-32.5% |
| Participation rate | 100.0% | 95.3%+4.7pp | 95.1%+4.9pp | 91.9%+8.1pp |
| Annual return | -0.47% | -3.33%+2.9pp | -2.98%+2.5pp | 4.30%-4.8pp |
| Employer contribution / active EE | $26,064 | $29,788-12.5% | $29,339-11.2% | $26,636-2.1% |
| Participant deferral / active EE | $0 | $3,623-100.0% | $3,580-100.0% | $5,788-100.0% |
| Admin fee / account holder | $900 | $3,869-76.7% | $4,523-80.1% | $12,997-93.1% |