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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 | $292,183 | $475,392-38.5% | $400,691-27.1% | $382,429-23.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.9%+24.1pp | 87.7%+12.3pp |
| Annual return | 9.66% | -2.36%+12.0pp | -1.11%+10.8pp | 248.85%-239.2pp |
| Employer contribution / active EE | $14,810 | $9,986+48.3% | $8,652+71.2% | $8,036+84.3% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $5,247-100.0% | $5,727-100.0% |
| Admin fee / account holder | $81,772 | $14,567+461.4% | $12,841+536.8% | $30,732+166.1% |