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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 | $1,678,608-68.0% | $1,649,201-67.4% | $483,350+11.1% |
| Participation rate | 100.0% | 94.7%+5.3pp | 94.8%+5.2pp | 89.0%+11.0pp |
| Annual return | 12.56% | -6.95%+19.5pp | -6.87%+19.4pp | 533.38%-520.8pp |
| Employer contribution / active EE | $29,137 | $14,775+97.2% | $16,292+78.8% | $9,034+222.5% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,734-100.0% | $6,196-100.0% |
| Admin fee / account holder | $3,436 | $183,436-98.1% | $177,666-98.1% | $41,445-91.7% |