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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 | $6,830,796 | $567,117+1104.5% | $499,661+1267.1% | $428,746+1493.2% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.9%+12.1pp | 88.2%+11.8pp |
| Annual return | 8.94% | 150.27%-141.3pp | 147.38%-138.4pp | 331.92%-323.0pp |
| Employer contribution / active EE | $808 | $9,533-91.5% | $8,771-90.8% | $8,363-90.3% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,733-100.0% | $5,961-100.0% |
| Admin fee / account holder | $239,878 | $60,240+298.2% | $51,240+368.1% | $31,735+655.9% |