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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 | $537,144 | $1,092,281-50.8% | $1,069,083-49.8% | $461,066+16.5% |
| Participation rate | 100.0% | 93.8%+6.2pp | 94.0%+6.0pp | 87.7%+12.3pp |
| Annual return | 12.56% | -6.70%+19.3pp | -6.55%+19.1pp | 484.84%-472.3pp |
| Employer contribution / active EE | $29,137 | $11,901+144.8% | $12,724+129.0% | $9,163+218.0% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $5,322-100.0% | $6,032-100.0% |
| Admin fee / account holder | $3,436 | $108,375-96.8% | $104,587-96.7% | $28,147-87.8% |