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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 | $567,117+65.7% | $499,661+88.1% | $428,746+119.2% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.9%+12.1pp | 88.2%+11.8pp |
| Annual return | 35.04% | 150.27%-115.2pp | 147.38%-112.3pp | 331.92%-296.9pp |
| Employer contribution / active EE | $11,509 | $9,533+20.7% | $8,771+31.2% | $8,363+37.6% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,733-100.0% | $5,961-100.0% |
| Admin fee / account holder | $54,997 | $60,240-8.7% | $51,240+7.3% | $31,735+73.3% |