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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 | $257,265 | $538,095-52.2% | $477,111-46.1% | $382,429-32.7% |
| Participation rate | 81.0% | 90.5%-9.6pp | 88.9%-7.9pp | 87.7%-6.8pp |
| Annual return | 26.94% | 104.06%-77.1pp | 101.90%-75.0pp | 248.85%-221.9pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $8,708-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $5,227 | $7,856-33.5% | $7,539-30.7% | $5,727-8.7% |
| Admin fee / account holder | $24,532 | $48,739-49.7% | $42,132-41.8% | $30,732-20.2% |