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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 | $939,820 | $418,230+124.7% | $386,303+143.3% | $461,066+103.8% |
| Participation rate | 100.0% | 90.6%+9.4pp | 87.7%+12.3pp | 87.7%+12.3pp |
| Annual return | 35.04% | 213.00%-178.0pp | 210.04%-175.0pp | 484.84%-449.8pp |
| Employer contribution / active EE | $11,509 | $11,708-1.7% | $10,842+6.2% | $9,163+25.6% |
| Participant deferral / active EE | $0 | $10,032-100.0% | $9,137-100.0% | $6,032-100.0% |
| Admin fee / account holder | $54,997 | $20,326+170.6% | $19,920+176.1% | $28,147+95.4% |